Beaton, Ronald R. (Paducah)

Beaton, Ronald R. is a large advisory firm based in Paducah. It manages $30.43 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Kentucky.

Beaton, Ronald R provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beaton, Ronald R: assets under management

The assets under management (AUM) of Beaton, Ronald R. is $30.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $30.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $507.1 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beaton, Ronald R. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beaton, Ronald R.

Beaton, Ronald R. is owned by Ron R Beaton. Ronald Ray Beaton joined the executive team most recently as the Owner/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ron R Beaton	Owner/chief compliance officer	1 Sep 1997	75% - 100%	3118039
Ronald Ray Beaton	Owner/chief compliance officer	1 Sep 1997	75% - 100%	3118039

Based in Paducah

The principal office where Beaton, Ronald R. performs its advisory services is located at 630 Whitney Drive, Paducah, KY 42001 5394, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.