Beaumont Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$344,558,258
Clients
210
Advisors
3
across 2 offices
About
Beaumont Asset Management advises individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm reports approximately $365 million in discretionary assets under management and offers plan‑level services such as participant education and enrollment meetings.
The firm’s investment process emphasizes fundamental analysis and employs both long‑ and short‑term strategies, with portfolio allocations tailored to each client’s objectives, risk tolerance, and liquidity needs. Beaumont primarily recommends equities, corporate debt, mutual funds, and ETFs, and the brochure discloses that some clients may have direct or indirect exposure to cryptocurrencies along with a discussion of related risks.
Distinctive characteristics include operating with a small advisory team across multiple offices while managing a mid‑hundred‑million dollar asset base, and a disclosed fixed‑fee option for stand‑alone financial planning noted in its most recent annual update. Beaumont requires discretionary authority for managed accounts, does not vote client proxies (clients retain voting responsibility), and uses third‑party custodians with standing letter of authorization procedures it says are designed to comply with the SEC’s no‑action guidance.
Client services
Fee options
Fixed fee up to $5,000 for financial planning and consulting services.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.20%
Up to $250 per hour for financial planning consulting services beyond fixed fee.
Fee-only: Fixed fee up to $5,000 for financial planning and consulting services; hourly rate up to $250/hour for additional consulting time.
Main office
2911 Toccoa Street, Suite B
Beaumont TX 77703, United States
Most active in
Louisiana · Texas
Also doing business as
Beaumont Asset Management L.L.C · Beaumont Asset Management, L.L.C. · Beaumont Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Francis C
Series 63, Series 65, Series 66
Katy, TX
Beaumont Asset Management, LLC
Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.
Marco R
CFP®, CFA®, Series 65
Katy, TX
Beaumont Asset Management, LLC
Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.
Margaret M
Series 65
Richmond, TX
Beaumont Asset Management, LLC
Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC in Richmond, TX, holding a Series 65 designation with five years of industry experience. She previously worked at Wells Fargo from 2019 to 2021 and has held multiple roles within Beaumont Asset Management since 2017. Beaumont Asset Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with tailored portfolio allocations and manages approximately $365 million in discretionary assets.
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