Beanstox

Overview

Beanstox is a corporation that provides managed portfolios and financial advice targeted at individual and family clients, with a focus on small-balance relationships. The firm has been SEC-registered since 2018 and operates under a fee model that relies on subscription and fixed fees rather than traditional percentage-based advisory charges. Its advisory work centers on portfolio management for retail clients and small businesses rather than institutional or pension consulting. Beanstox does not identify as an active ESG investor and is not set up as a multi-state advisory network. Investment activity is concentrated in publicly available pooled vehicles rather than direct single-stock allocations. The firm’s reporting classifies it outside standard RIA subtypes and it is not listed as a capital allocator to external boutique managers, although it does make use of alternative exposures in the digital currency space.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices