RIA Intel›Advisers›Massachusetts›BEINGFIT FINANCIAL, LLC

BEINGFIT FINANCIAL, LLC

Advisory

Data as of May 4, 2026 · Source: SEC Form ADV

Rank in MA

#1,432

of 1,590 advisers by AUM

Average account

$163K

across 69 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed May 4, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

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

AVK PARTNERS LLC

$11M

MICHAEL CHASAN

$11M

CARLSON PLANNING COMPANY, LLC

$11M

YANKEE INVESTOR, LLC

NEW BEDFORD, MA

$11M

CONCORDIA CAPITAL ASSOCIATES, LLC

BOSTON, MA

$11M

HATHAWAY & CO., LLC

ARLINGTON, MA

$11M

Get the full picture on BEINGFIT FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BEINGFIT FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans