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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PRIVATE ADVISORY GROUP

BEAN FINANCIAL ADVISORS, INC., CRD 111073

REDMOND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e4fdae5-3af2-191c-59c3-51ce6f2854cc

Data as of Apr 1, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2012 to Apr 1, 2014
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $193MItem 5.F on the latest filing (2014-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Accounts: 358
SEC number: 801-58201
CRD: 111073
Filings on the tape: 4
First filed: Jan 31, 2012
Latest filed: Apr 1, 2014
Organised: Corporation, Washington

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEAN, DOUGLAS, REED	CHIEF COMPLIANCE OFFICER	D	yes	03/2014	Jan 31, 2012	Apr 1, 2014
BEAN, S., CHRISTOPHER	CHIEF EXECUTIVE OFFICER	D	yes	03/2014	Jan 31, 2012	Apr 1, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRIVATE ADVISORY GROUP LLC	n/a	Independent wealth	$2.1B	N	yes	n/a
S CHRISTOPHER BEAN	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Apr 1, 2014	$193M	$189M	5	2	n/a	n/a	n/a
2012	May 7, 2013	$168M	$160M	6	3	n/a	n/a	n/a
2011	Jan 31, 2012	$127M	$49.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$193M	$168M	14.9%	n/a	n/a	5	6	n/a	n/a

Relationships

Affiliated with (1)

→ PRIVATE ADVISORYRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← BEAN, S., CHRISTOPHEROwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Jan 31, 2012 to presentfactForm ADV
← BEAN, DOUGLAS, REEDOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 31, 2012 to presentfactForm ADV

Registered with (3)

← KIMBERLY ANNE MONNAHANAdvisorregistration: previous registration
Oct 14, 2011 to Dec 12, 2014factForm ADV
← S CHRISTOPHER BEANAdvisorregistration: previous registration
Aug 2, 2013 to Dec 12, 2014factForm ADV
← DOUGLAS REED BEANAdvisorregistration: previous registration
Jun 4, 2007 to Dec 12, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e4fdae5-3af2-191c-59c3-51ce6f2854cc
First observed: Jan 31, 2012
Last observed: Apr 1, 2014 151 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE ADVISORY GROUP

BEAN FINANCIAL ADVISORS, INC., CRD 111073

REDMOND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e4fdae5-3af2-191c-59c3-51ce6f2854cc

Data as of Apr 1, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEAN, DOUGLAS, REED

CHIEF COMPLIANCE OFFICER

yes

03/2014

Jan 31, 2012

Apr 1, 2014

BEAN, S., CHRISTOPHER

CHIEF EXECUTIVE OFFICER

yes

03/2014

Jan 31, 2012

Apr 1, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRIVATE ADVISORY GROUP LLC

n/a

Independent wealth

$2.1B

yes

n/a

S CHRISTOPHER BEAN

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Apr 1, 2014

$193M

$189M

n/a

2012

May 7, 2013

$168M

$160M

n/a

2011

Jan 31, 2012

$127M

$49.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$193M

$168M

14.9%

n/a