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Beaumont Capital Management
David L. Beaton launched Beaumont Capital Management in 2009 in Boston, positioning it as a registered investment adviser specializing in rules-based,...
Beaumont Capital Management
David L. Beaton launched Beaumont Capital Management in 2009 in Boston, positioning it as a registered investment adviser specializing in rules-based, factor-focused equity strategies. The firm operates not as a single-family office but as an external asset manager serving financial advisors, institutions, and high-net-worth families through separately managed accounts. Beaton, a CFA charterholder, built the firm's intellectual property around proprietary quantitative models that allocate across global equity ETFs rather than individual securities. BCM's investment approach relies entirely on exchange-traded funds as building blocks, constructing portfolios that blend factors such as value, momentum, quality, and low volatility across US, international developed, and emerging market equity exposures. The firm targets core equity allocations for advisors who seek systematic rebalancing and tactically tilting factor weights based on market regime signals. Asset classes deployed include domestic large-cap equities, international developed markets, emerging markets, and short-duration fixed income for defensive positioning. The geographic footprint spans US-centric allocations with satellite exposure to developed Europe, Japan, and select emerging economies accessible through liquid ETF wrappers. Total assets under management and team size remain undisclosed in public filings. The firm maintains its single headquarters in Boston and structures its offerings as model-delivery SMA programs accessible through major custodial platforms used by independent RIAs. Beaton's professional background prior to founding BCM includes quantitative portfolio management roles, forming the intellectual foundation for the firm's factor-based philosophy. Public regulatory records confirm the firm's Form ADV registration and its status as a going concern serving a national client base. BCM's structural differentiator lies in its pure ETF factor-rotation methodology within a separately managed account wrapper — a niche between full passive indexing and high-fee active management. The model portfolios are designed to serve as complete core equity allocations rather than satellite strategies, making the firm a direct competitor to both asset-allocation model providers and traditional SMA managers. Governance rests with Beaton as founder and chief investment officer, with the quantitative models themselves functioning as the primary investment decision engine rather than a committee of analysts.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Frequently asked questions
Who makes investment decisions at Beaumont Capital Management?
David L. Beaton serves as founder and chief investment officer, overseeing all portfolio construction and quantitative model development. The investment process is primarily systematic, driven by proprietary factor-rotation models that allocate across ETFs rather than relying on analyst-driven security selection. Beaton's background includes quantitative portfolio management roles prior to founding the firm in 2009.
How does Beaumont Capital Management construct its portfolios?
BCM constructs portfolios exclusively using exchange-traded funds as building blocks, layering a factor-based tactical overlay on top of broad market exposure. The models tilt toward factors such as value, momentum, quality, and low volatility depending on market regime signals. The firm offers these strategies through separately managed accounts accessible on major RIA custodial platforms.
Does Beaumont Capital Management invest in individual stocks or private markets?
No. BCM's strategy is entirely built on liquid ETFs covering equities and fixed income, with no individual stock-picking, private equity, venture capital, or direct real estate investment. The firm provides core equity allocations designed to replace traditional active large-cap managers with a systematic, low-cost ETF-based alternative.
Is Beaumont Capital Management a family office?
No. Despite the name suggesting wealth management for a single family, BCM is a registered investment adviser serving external clients — primarily financial advisors, institutions, and private investors. The firm operates as a third-party asset manager distributing model portfolios through RIA channels rather than managing a single family's capital.
Which geographic markets does Beaumont Capital Management cover?
The firm's strategies span US equities as the primary allocation, with additional exposure to developed international markets including Western Europe and Japan, plus tactical allocations to emerging market ETFs. BCM's single office is in Boston, but it serves a national client base through custodial platforms used by independent advisors across the United States.
What is Beaumont Capital Management's approach to risk management?
BCM's factor-based models incorporate systematic risk controls designed to tilt away from high-volatility market environments by rotating toward defensive factors and short-duration fixed-income ETFs during stress periods. The firm markets its strategies as seeking equity-like returns with lower drawdowns than a passive market-cap-weighted benchmark.
How does Beaumont Capital Management charge for its services?
As disclosed in regulatory filings, BCM charges asset-based advisory fees for its separately managed account programs, with fee schedules varying by account size and strategy. The firm's ETF-based approach keeps underlying fund expenses low, with BCM's management fee layered on top of the expense ratios of the ETFs held in client portfolios. Exact fee schedules are available in the firm's Form ADV Part 2A.
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