Richmond, TX Office

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.