BEAU MORGAN ADVISORS

Overview

Beau Morgan Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and a published client newsletter. Its fee schedule is flexible, combining percentage-of-AUM fees with hourly, subscription and fixed-fee arrangements, allowing the firm to tailor pricing to client needs. Investment activity centers on equities and exchange-traded securities. The adviser reports a clear preference for equity exposure delivered through listed instruments and separately managed strategies. Beau Morgan Advisors operates largely in a non-discretionary capacity, positioning the firm to implement client-directed mandates and to manage portfolios where clients retain final trading authority. The firm is not structured as a capital allocator, but it does place client capital with outside managers when using external real estate funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices