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BEAU MORGAN ADVISORS

· CRD 336355 · IAPD ↗ · beaumorgan.com · 585-301-7970

$792.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — BEAU MORGAN ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
June 2025 — BEAU MORGAN ADVISORS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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