Beplat Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 153005
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.86%
- Individuals7.83%
- Charitable Organizations1.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Beplat Asset Management, Inc. is a small, individually owned advisory firm that provides discretionary portfolio management primarily to individual and family clients, with capacity to manage portfolios for small businesses and institutions. The firm charges fees as a percentage of assets under management and operates with a clear equity orientation: its reported holdings show a strong reliance on exchange-traded equities and exchange-traded funds as the core vehicle set. Beplat does not position itself as an active ESG investor and is not organized as a multi-state adviser or pension consultant. Investment activity centers on managed, discretionary accounts where portfolio decisions are implemented through custodial relationships at major broker-dealers. The firm’s business model is focused on personalized portfolio management rather than institutional-scale capital allocation or broad advisory product distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds20%
- US Government Bonds3%
Owners & executives
1 of 1Raymond Beplat
President, Chief Investment OfficerCRD 2906160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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