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| Beaton Management Co Inc
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| CRD # | 104728 |
| SEC # | 801-22549 |
| CIK # | 0001714678 |
| AUM | 445.7 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-372-3008 |
| Address | 150 Summer Street Haverhill, MA 01830-6032 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001714678 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 2.7 | ||
| Merck & Co Inc | 2.6 | ||
| Northrop Grumman Corp /DE/ | 2.5 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Walt Disney Co | 2.3 | ||
| AbbVie Inc | 2.3 | ||
| State Street Corp | 2.2 | ||
| Lockheed Martin Corp | 1.9 | ||
| FPL Group Inc | 1.8 | ||
| Verizon Communications Inc | 1.8 | ||
| 3M Co | 1.7 | ||
| Boeing Co | 1.6 | ||
| Visa Inc | 1.6 | ||
| Tesla Motors Inc | 1.5 | ||
| Coca Cola Co | 1.5 | ||
| Goldman Sachs Group Inc | 1.5 | ||
| McDonalds Corp | 1.5 | ||
| Bristol Myers Squibb Co | 1.4 | ||
| Novartis AG | 1.4 | ||
| AT&T Inc | 1.3 | ||
| Pfizer Inc | 1.3 | ||
| American Express Co | 1.2 | ||
| International Business Machines Corp | 1.2 | ||
| Amgen Inc | 1.2 | ||
| Lowes Companies Inc | 1.1 | ||
| Lumentum Holdings Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 202.7 |
| (b) Individuals (high net worth individuals) | 14 | 138.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.5 |
| (h) Charitable organizations | 26 | 96.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 156 | 445.7 |
| By Discretionary | ||
| Discretionary | 150 | 434.4 |
| Non-Discretionary | 6 | 11.3 |
| Total | 156 | 445.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.7 | |
| Total | 156 | 445.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001714678] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Westbourne Investment Advisors Inc
✚
|
MD | 448.8 M |
|
Osprey Private Wealth LLC
✚
|
NY | 448.4 M |
|
Hardin Capital Partners LLC
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Mindset Wealth Management LLC
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Ssb&T Wealth Management LLC
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|
Lefavi Wealth Management Inc
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|
Stone Summit Wealth LLC
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443.6 M | |
|
Financial Freedom LLC
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|
Members Advisory Group LLC
✚
|
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|
Spiegelman Wealth Management Inc
✚
|
CA | 443.0 M |