DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••••• G•••••• • C•••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Mar 29, 2012 · 18 filings
SEC status approved since Jun 14, 2005
RAUM
$36B
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
8.7%
$3.2B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
128
41 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$36B as of Mar 30, 2026
Mar 29, 2012$25B then
HNW client RAUM$3.2B as of Mar 30, 2026
Mar 23, 2018$1.4B then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 18, 20130 then
Employees (5.A)128 as of Mar 30, 2026
Mar 18, 201364 then
Private funds: no history
RAUM -0.5% over the last fiscal year+3.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $19.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 49%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$12B34%
- Corporations and businesses$7.0B20%
- Other investment advisers$5.7B16%
- State and municipal entities$3.5B9.9%
- High-net-worth individuals$3.2B9.1%
- Insurance companies$1.3B3.7%
- Investment companies$1.3B3.6%
- Charitable organizations$1.0B3.0%
- Individual clients
- n/areported
- HNW clients
- 1,480reported
- Pension plan clients
- 155reported
- Charitable clients
- 34reported
- Accounts
- 1,847reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $7.0B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.09 fund_share=0.19 institutional_share=0.49 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• S••••••• J••• · Director, Managing Director, Canadian Equitiescontrolsince 02/2000 · owns less than 5%
- C••••••• R••• M•••••• · Director, Managing Director, US & International Equitiescontrolsince 02/2020 · owns less than 5%
- J••••••• Y••••• A• · Director, Managing Director, Private Client Groupcontrolsince 03/2020 · owns less than 5%
- C••••••• J••••• · Director, Managing Director, Finance & Administrationsince 01/2022 · owns less than 5%
- P••••••• M••••• · General Counsel & Ccosince 11/2016 · owns less than 5%
Entity owners
- A•• C••••• C•••• · S•••••••••direct · owns 25% to 50%
- B••••• G•••••• S••••••••• T•••• · S•••••••••direct · owns less than 5%
- B••••• G•••••• V••••• T•••• · S•••••••••direct · owns 25% to 50%
- A••••••••• M••••••• G••••• I••• · S•••••••••indirect · owns 25% to 50% of B••••• G•••••• S••••••••• T•••• · public reporting company
- A•• N•••• A•••••• H•••• C•••• · S•••••••••indirect · owns 25% to 50% of B••••• G•••••• S••••••••• T••••
- A••••••• I••••••••• C•••• · S•••••••••indirect · owns 25% to 50% of B••••• G•••••• S••••••••• T••••
Related persons
Schedule D 7.A
- A•• F•••• L••investment adviserbankpooled vehicle sponsornRAUM $18B
Advisers that list B•••••• G•••••• • C•••••• L••• as a related person
- 153456 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,236 to 1,847Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 36 to 41Mar 31, 2025 to Mar 30, 2026
- Charity clients · 43 to 34Mar 31, 2025 to Mar 30, 2026
- Corporate clients · 78 to 82Mar 31, 2025 to Mar 30, 2026
- HNW clients · 833 to 1,480Mar 31, 2025 to Mar 30, 2026
- Pension plan clients · 167 to 155Mar 31, 2025 to Mar 30, 2026
- Employees · 123 to 128Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $29B to $29BMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $2.1B to $3.2BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $6.8B to $7.0BMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $11B to $12BMar 31, 2025 to Mar 30, 2026
- RAUM · $36B to $36BMar 31, 2025 to Mar 30, 2026
- Wrap assets (manager) · $6.8B to $7.0BMar 31, 2025 to Mar 30, 2026
- Accounts · 1,194 to 1,236Mar 27, 2024 to Mar 31, 2025
- Advisory employees · 32 to 36Mar 27, 2024 to Mar 31, 2025
- Charity clients · 41 to 43Mar 27, 2024 to Mar 31, 2025
- Corporate clients · 77 to 78Mar 27, 2024 to Mar 31, 2025
- HNW clients · 760 to 833Mar 27, 2024 to Mar 31, 2025
- Pension plan clients · 183 to 167Mar 27, 2024 to Mar 31, 2025
- Employees · 117 to 123Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 31, 2025
- HQ state · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $29B to $29BMar 27, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $6.7B to $6.8BMar 27, 2024 to Mar 31, 2025
- Pension RAUM · $13B to $11BMar 27, 2024 to Mar 31, 2025
- RAUM · $36B to $36BMar 27, 2024 to Mar 31, 2025
- Wrap assets (manager) · $6.7B to $6.8BMar 27, 2024 to Mar 31, 2025
- Accounts · 1,098 to 1,194Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 28 to 32Mar 31, 2023 to Mar 27, 2024
- Charity clients · 31 to 41Mar 31, 2023 to Mar 27, 2024
- Corporate clients · 7 to 77Mar 31, 2023 to Mar 27, 2024
- HNW clients · 653 to 760Mar 31, 2023 to Mar 27, 2024
- Pension plan clients · 176 to 183Mar 31, 2023 to Mar 27, 2024
- Employees · 110 to 117Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $26B to $29BMar 31, 2023 to Mar 27, 2024
- HNW RAUM · $1.9B to $2.1BMar 31, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $5.9B to $6.7BMar 31, 2023 to Mar 27, 2024
- Pension RAUM · $12B to $13BMar 31, 2023 to Mar 27, 2024
- RAUM · $32B to $36BMar 31, 2023 to Mar 27, 2024
- Wrap assets (manager) · $5.9B to $6.7BMar 31, 2023 to Mar 27, 2024
Signals
7 dated events
- D•••• G••••••• (Director, Managing Director, Fixed Income) no longer on Schedule A of B•••••• G•••••• • C•••••• L••• (listed 2023-03-31, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- James Michael Gibson (Director, Managing Director, Operations) no longer on Schedule A of B•••••• G•••••• • C•••••• L••• (listed 2021-03-31, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Machado Rui Cardoso (Director, Managing Director, Us & International Equities) appeared on Schedule A of B•••••• G•••••• • C•••••• L•••Mar 31, 2021 · Control person joined · fact
- J••• S•••••• A•••• (Managing Director, Canadian Equities) appeared on Schedule A of B•••••• G•••••• • C•••••• L•••Mar 31, 2021 · Control person joined · fact
- Douglas Mark Thomson (Director, Managing Director, Equities) no longer on Schedule A of B•••••• G•••••• • C•••••• L••• (listed 2020-06-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Rich Gregory Latremoille (Director, Managing Director, Private Client Group) no longer on Schedule A of B•••••• G•••••• • C•••••• L••• (listed 2018-03-23, absent 2019-03-25)Mar 25, 2019 · Control person left · inference
- A Y•••• J•••••• (Director, Senior Vice President, Private Client Group) appeared on Schedule A of B•••••• G•••••• • C•••••• L•••Mar 25, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/beutel-goodmanreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••••G••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 416-485-1010reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026