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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BEAU MORGAN ADVISORS

BEAU VENTURES, LLC, CRD 336355

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:c2ea768b-ab86-04ec-2e86-8f6ddd2b1b45

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 29, 2025 to Mar 27, 2026
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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $793MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83,136
Private client RAUM: $793MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $793Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
High net worth clients: 1
SEC number: 801-132802
CRD: 336355
Filings on the tape: 4
First filed: May 29, 2025
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, NY
Website: beaumorgan.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER BEAU CORNISH	n/a	PITTSFORD, NY	1	11	2	no

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
CORNISH, JENNIFER, BEAU	CCO, MANAGING MEMBER	E	yes	04/2025	Mar 27, 2026	Mar 27, 2026

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
2025	Mar 27, 2026	$793M	$83,136	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	100.0%	0	0	0	2	1

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
2025	$793M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (1)

← CORNISH, JENNIFER, BEAUOwnerCCO, MANAGING MEMBER, ownership code E, individual
Mar 27, 2026 to presentfactForm ADV

Registered with (2)

← JENNIFER BEAU CORNISHAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← Morgan R AllenAdvisorregistration: previous registration
May 19, 2025 to Jun 17, 2026factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
Morgan R Allen left Beau Morgan Advisors for Capitol Securities Management, Inc. (registered 2026-07-30)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2ea768b-ab86-04ec-2e86-8f6ddd2b1b45
First observed: May 29, 2025
Last observed: Mar 27, 2026 5 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.

BEAU MORGAN ADVISORS

BEAU VENTURES, LLC, CRD 336355

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:c2ea768b-ab86-04ec-2e86-8f6ddd2b1b45

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER BEAU CORNISH

n/a

PITTSFORD, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORNISH, JENNIFER, BEAU

CCO, MANAGING MEMBER

yes

04/2025

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$793M

$83,136

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$793M

n/a