Samuel Beach
Sargent Investment Group · Bethesda, Maryland
Samuel Beach is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Samuel charges a percentage of assets.
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Facts
| Firm | Sargent Investment Group |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $1.48B across 1,381 accounts |
| SEC registration | Investment adviser representative in MD · CRD 1197819 |
| Exams passed | Series 63 (1983) · Series 65 (1992) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sargentinvestmentgroup.com |
How Samuel's firm compares
- Sargent Investment Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,381 accounts).
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Questions about Samuel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- Sargent Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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