$365.2M Total AUM
$365.2M Disc. AUM
-- 3Y CAGR
4 Employees
220 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2009
- Office Locations
- 3
Office Locations
2911 Toccoa Street Suite B Beaumont TX
-- Katy TX
-- Tyler TX
About Beaumont Asset Management, LLC
Beaumont Asset Management, LLC is a Beaumont-based RIA with 3 offices. The firm has been operating for 17 years. Managing $365.2M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
49 AVG AGE
$121.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vector glacier Timber atlas Signal Eagle pioneer Ridge radial
Client Personas
Insight
Custodian
Matrix vector
Investment Themes
Alpha legacy Unison
Investment Vehicles
Wave beacon Harbor
Services
Glacier Bridge foundation Momentum Ridge unison Momentum Legacy
Owner & Executives
F
FRANCIS PIERCE COKER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4447907
- Ownership
- 25% but less than 50%
(946) 838-5493
vital.catalyst@alphacapital.com
in linkedin.com/in/horizon-atlas
J
JEFFREY MICHAEL OLIVERIO
--
- CRD
- --
- Ownership
- 25% but less than 50%
(384) 262-5304
vertex.focus@radialcapital.com
in linkedin.com/in/delta-pathway
H
Harbor foundation
Harbor radial horizon
- CRD
- #42090
- Ownership
- 43.2%
(231) 862-3887
peak.eagle@radialcapital.com
in linkedin.com/in/unison-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,197,944 | $740,767 |
| Non-Discretionary | $0 | -- |
| Total | $365,197,944 | $740,767 |
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Separately Managed Accounts
Total SMA Asset: $365,197,944
Equity - Exchange:
18.7% Public Funds:
19.4% Cash:
20.1% Corporate - Investment Grade:
10.8% Municipal Bonds:
8.4% Private Funds:
14.5% U.S. Government/Agency:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,255,870,826 | 18.7% |
| Public Funds | $1,302,882,034 | 19.4% |
| Cash | $1,349,893,241 | 20.1% |
| Corporate - Investment Grade | $725,315,771 | 10.8% |
| Municipal Bonds | $564,134,489 | 8.4% |
| Private Funds | $973,803,582 | 14.5% |
| U.S. Government/Agency | $543,986,828 | 8.1% |
| Total | $6,715,886,771 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY PIONEER | CREST PATHWAY | AIJVAHLWD | PWRI | 9.93% | $14,951,704 |
| EMBER MERIDIAN | VITAL MATRIX | QTOSGSFY0 | PEBV | 9.72% | $108,839,495 |
| MERIDIAN SUMMIT | QUANTUM DELTA | SQ0LVYYC2 | QTT | 3.14% | $93,941,097 |
| MATRIX EAGLE INSIGHT | BRIDGE TIMBER | JOHH17C4M | REYXG | 10.57% | $8,575,242 |
| ELEMENT MERIDIAN | CAPITAL VITAL | YNTN8ZAR9 | RMY | 2.80% | $19,922,924 |
| ATLAS FOUNDATION NORTH | FUSION PATHWAY | TXH7MKRRJ | IKOFT | 1.46% | $21,877,762 |
| INSIGHT FUSION | OPTIMA MATRIX | C6G6BJ8IU | QLSHC | 9.68% | $47,258,563 |
| RIDGE NORTH HARBOR | MATRIX MATRIX | 59500X9KC | KTWIO | 2.90% | $20,891,369 |