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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-19-2025
- Office Locations
- 1
Office Locations
About Beau Morgan Advisors
BeauMorgan (Beau Morgan Advisors) provides wealth management and financial planning for individuals such as entrepreneurs and retirees, combining proprietary research with close attention to help clients design resilient, risk-managed portfolios. The firm supports planning needs including tax and estate planning, insurance, and business succession, and commonly implements portfolios using ETFs and other funds. Client access is offered via a Schwab portal.
Reported data analysis
What the numbers show
Between September 15, 2025 and March 27, 2026, reported AUM increased 5.2%, from $753.4M to $792.7M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 2 clients, or 1 clients per representative. That equates to $396.4M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JENNIFER BEAU CORNISH
Chief Compliance Officer, Managing Member
- CRD
- #6016138
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,136 | $83,136 |
| Non-Discretionary | $792,632,170 | $396,316,085 |
| Total | $792,715,306 | $264,238,435 |
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Separately Managed Accounts
SMA allocation detail is available
Beau Morgan Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.