BEAUMONT ASSET MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	446	$308.1M
Non-Discretionary	0	$0
Total	446	$308.1M

Clients

Type	Number	RAUM
Individuals	131	$45.5M
HNW Individuals	69	$217.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$35.9M
Charitable organizations	<5	$7.9M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-107451
SEC ERA File Number	801-107451
SEC CIK Numbers	1798756
SEC CRD Numbers	150407
Legal Entity Identifier	None

Principal Office

2911 TOCCOA STREET
SUITE B
BEAUMONT
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic