Francis Coker
Beaumont Asset Management · Katy, Texas
Francis Coker is a fee-only financial advisor at Beaumont Asset Management in Katy, Texas. Beaumont Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beaumont Asset Management |
|---|---|
| Based in | Katy, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $365.2M across 493 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4447907 |
| Exams passed | Series 63 (2000) · Series 65 (2009) · Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.beaumontasset.com |
| Profile |
How Francis's firm compares
- Beaumont Asset Management's average account is about $741,000, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Francis
Is Francis Coker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francis holds no broker registration, and Beaumont Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francis charge for financial advice?
Francis's firm, Beaumont Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Francis Coker based?
Francis Coker is based in Katy, Texas.
Is Francis Coker registered with the SEC?
Yes. Francis Coker is registered as an investment adviser representative in LA and TX (CRD 4447907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beaumont Asset Management manage?
Beaumont Asset Management reports $365.2M across 493 accounts in assets under management.
How do I contact Francis Coker?
Through Francis's website, www.beaumontasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Katy
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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