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| Beaumont Asset Management LLC
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|---|---|
| CRD # | 150407 |
| SEC # | 801-107451 |
| CIK # | 0001798756 |
| AUM | 365.2 M (2026-06-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 409-899-9569 |
| Address | 2911 Toccoa Street Beaumont, TX 77703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001798756 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.5 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 4.5 | ||
| Broadcom Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.8 | ||
| BlackRock Inc | 2.5 | ||
| Goldman Sachs Group Inc | 2.2 | ||
| Lockheed Martin Corp | 1.8 | ||
| American Express Co | 1.7 | ||
| ServiceNow Inc | 1.6 | ||
| Apple Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 49.8 |
| (b) Individuals (high net worth individuals) | 80 | 294.7 |
| (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 | 1 | 1.9 |
| (h) Charitable organizations | 4 | 9.4 |
| (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 | 4 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 365.2 |
| By Discretionary | ||
| Discretionary | 493 | 365.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 365.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.2 | |
| Total | 493 | 365.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001798756] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Shelton Wealth Management LLC
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