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.

Firm class

other adviserderivedprivate_client_share=0.04 fund_share=0.04 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$90.9MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$90.9M

Private client RAUM

$3.9MderivedItem 5.D individuals plus high net worth individuals

Private client share

4%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$13.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

8

Offices

2Schedule D 1.F, beyond the principal office

Accounts

270

Individual clients

6

High net worth clients

2

SEC number

801-117772

CRD

306354

Filings on the tape

22

First filed

Nov 11, 2019

Latest filed

Jul 29, 2026

Organised

Limited Liability Company, DE

Website

algomodels.com

• Occurred

  Apr 2, 2026
  Advisor changed firm

  Jared Albert Klapman left Algorithmic Investment Models for Envestnet Pmc (registered 2026-07-24)

  Form ADVobserved 6 days ago
• Occurred

  Jul 7, 2025
  Advisor changed firm

  Brandon M Anderson left Algorithmic Investment Models for Lazard Asset Management Llc (registered 2025-07-02)

  Form ADVobserved 6 days ago
• Occurred

  Feb 12, 2025
  Team lift-out

  2 advisors left Aim (Boston, MA) for Algorithmic Investment Models on the same day

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Mar 21, 2022
  Regulatory AUM changed

  Algorithmic Investment Models reported RAUM $215.0M, up 96% from $109.8M (2021-11-03 to 2022-03-21)

  Form ADVobserved 6 days ago
  $105M
• Occurred

  Mar 21, 2022
  Control person left

  Meade David Haviland (President, Owner Of H & Co) no longer on Schedule A of Algorithmic Investment Models (listed 2021-11-03, absent 2022-03-21)

  Form ADVobserved 6 days ago
• Occurred

  Mar 21, 2022
  Control person joined

  Matthew Todd Rice (Partner) appeared on Schedule A of Algorithmic Investment Models

  Form ADVobserved 6 days ago
• Occurred

  Mar 21, 2022
  Control person joined

  Philip Andrew Rice (Partner) appeared on Schedule A of Algorithmic Investment Models

  Form ADVobserved 6 days ago
• Occurred

  Mar 25, 2020
  Regulatory AUM changed

  Algorithmic Investment Models reported RAUM $90.3M, down 77% from $399.5M (2020-01-13 to 2020-03-25)

  Form ADVobserved 6 days ago
  $-309M
• Occurred

  Nov 11, 2019
  First Form ADV filing

  Beaumont Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61fd6e0f-aa2b-22a2-f49b-c6e97fd57f06

First observed

Nov 11, 2019

Last observed

Jul 29, 2026 54 days 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.