Beau Morgan Advisors

Overview

Beau Morgan Advisors is an independent, LLC-structured registered investment adviser that registered with the SEC in 2025. The firm serves both individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and businesses, pension consulting services, and publication of periodic investment commentary. Ownership is listed as individual, and the firm operates a flexible fee model that includes asset-based fees, hourly billing, subscription arrangements, and fixed-fee engagements. Investment activity is focused on publicly traded equities and related instruments; the firm does not identify itself as an active ESG investor. Its regulatory filing indicates a preference for exchange-traded equities as the primary asset type, and the adviser provides both discretionary and largely non-discretionary management across a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices