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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus elementPrime +more
- 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.
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Owner & Executives
JENNIFER BEAU CORNISH
Chief Compliance Officer, Managing Member
- CRD
- #6016138
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
Total SMA Asset: $792,715,306
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,988,727,096 | 100.0% |
| Total | $2,988,727,096 | 100.0% |