# Samuel Beach

> Samuel Beach is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Samuel charges a percentage of assets.

Page: https://find.wellspent.co/advisors/samuel-beach/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sargent Investment Group
- **Based in:** Bethesda, Maryland
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.48B across 1,381 accounts
- **CRD:** 1197819 (https://adviserinfo.sec.gov/individual/summary/1197819)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1983), Series 65 (1992)
- **Firm size:** 18 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.sargentinvestmentgroup.com

## Frequently asked questions

### Is Samuel Beach a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Sargent Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel charges a percentage of assets.

### Where is Samuel Beach based?

Samuel Beach is based in Bethesda, Maryland.

### Is Samuel Beach registered with the SEC?

Yes. Samuel Beach is registered as an investment adviser representative in MD (CRD 1197819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sargent Investment Group manage?

Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.

### How do I contact Samuel Beach?

Through Samuel's website, www.sargentinvestmentgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1197819): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sargentinvestmentgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.