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ALGORITHMIC INVESTMENT MODELS

BOSTON, MA · CRD 306354 · IAPD ↗ · algomodels.com · 888-777-0535

$90.9MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ALGORITHMIC INVESTMENT MODELS notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — ALGORITHMIC INVESTMENT MODELS reported RAUM down 44% ($156.9M -> $87.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — ALGORITHMIC INVESTMENT MODELS shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2025 — BEAUMONT CAPITAL MANAGEMENT, LLC is now doing business as ALGORITHMIC INVESTMENT MODELS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.