RIA Intel›Advisers›Connecticut›BEAULIEU & ASSOCIATES, LLC

BEAULIEU & ASSOCIATES, LLC

Advisory

SOMERS, CT

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CT
#1,016
of 1,312 advisers by AUM
Average account
$212K
across 203 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$43M
Discretionary %
100%
Clients
63
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

ALPHA CAPITAL RESEARCH, LLC
GLASTONBURY, CT
$43M
-51.9% 1Y
ARGOSY ASSET MANAGEMENT, LLC
SOUTHPORT, CT
$43M
-22.8% 1Y
MENDOZA AND ASSOCIATES, INC.
ROCKY HILL, CT
$43M
+6.3% 1Y
CHRONOGRAM CORP
GREENWICH, CT
$42M
-77.4% 1Y
KRAUSS WHITING CAPITAL ADVISORS LLC
STAMFORD, CT
$42M
-2.4% 1Y
ESSEX ASSET ADVISORS INC.
IVORYTON, CT
$42M
-93.3% 1Y

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