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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2022
- Office Locations
- 3
Office Locations
About Beaumont Financial Partners
Beaumont Financial Partners is a Needham, MA registered investment advisor serving retail and institutional clients with portfolio management and financial planning, including retirement and tax planning. The team emphasizes transparent, collaborative advice and aligns portfolios to client goals, time horizon, and risk tolerance, with Fidelity/NFS as a key custodian and allocations that include ETFs alongside public and private funds.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 24, 2026, reported AUM increased 11.3%, from $3.4B to $3.8B.
Across 5 reported observations, AUM increased 40.7% between December 13, 2022 and March 24, 2026, from $2.7B to $3.8B.
Of the latest reported AUM, 72.8% is discretionary and 27.2% is non-discretionary.
The firm reports 15 advisory representatives and 1,910 clients, or 127.3 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on March 24, 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
- Platform
- Services
- Technology
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Owner & Executives
BRANDON GUY BEAUVAIS
Co-Chief Investment Officer
- CRD
- #4571210
- Ownership
- Less than 5%
THOMAS JOSEPH CAHILL
DIRECTOR OF WEALTH MANAGEMENT, Financial Planner
- CRD
- #4378268
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JOHN FORBES BARBER
Relationship Manager
- CRD
- #5764782
John Arthur Cahill
Relationship Manager
- CRD
- #8068676
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,737,078,719 | $666,442 |
| Non-Discretionary | $1,021,494,782 | $5,706,675 |
| Total | $3,758,573,501 | $876,942 |
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Separately Managed Accounts
SMA allocation detail is available
Beaumont Financial Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Beaumont Financial Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.