A. Describe your advisory firm, how long you have been in business and identify principal owners. Beaumont Financial Advisors, LLC (“Beaumont”), an investment adviser registered with the Securities and Exchange Commission (“SEC”), acquired the advisory business of Beaumont Financial Partners, LLC, which was organized in 1999. Beaumont delivers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. Our seasoned tax preparation and financial planning capabilities and services complement our core investment management business. Beaumont wealth management clients are not obligated to utilize its tax planning and tax preparation services. Focus Financial Partners, LLC Beaumont is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, Beaumont is a wholly- owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because Beaumont is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of Beaumont. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form ADVs. Beaumont is managed by Lawrence A. Fiore, Thomas J. Cahill, and Philip J. Dubuque (“Beaumont Principals”), pursuant to a management agreement between BFP Management, LLC, and Beaumont. The Beaumont Principals serve as leaders and officers of Beaumont and are responsible for the management, supervision, and oversight of Beaumont. B. Describe the types of advisory services offered. Beaumont provides investment management for its clients with one or more custodians used to maintain accounts. Each relationship typically begins by gathering information from prospective clients including, but not limited to the following:
• financial situation.
• investment objectives.
• income needs, risk tolerance, and time horizon.
• current investments and existing portfolio composition; and
• other factors pertaining to their unique situation and familial considerations. Beaumont uses this information to develop a target asset allocation, for each client or household, consistent with and appropriate for each clients’ response. From that point, the relationship manager will manage the client’s assets according to the agreed upon target investment allocation. Beaumont offers additional services to many investment clients, such as assistance with tax preparation for an additional fee and financial planning which is typically provided at no additional fee. The individual needs and goals of each client determine the depth and formality of the planning process. Ongoing planning or plan updates are also available. We implement investment advice on behalf of certain clients in held-away accounts that are maintained at independent third-party custodians. These held-away accounts are often 401(k) accounts, 529 plans, and other assets that are not held at our primary custodian(s). The order management system that we use for held-away accounts is provided by Pontera Solutions, Inc. We review, monitor, and manage these held-away accounts in an integrated way with client accounts held at our primary custodian(s). Further information about this service is available in Item 5. Advice to Retirement Account Clients Beaumont is a fiduciary under the Employee Retirement Income Security

Act of 1974, as amended (“ERISA”) with respect to investment management services and investment advice provided to ERISA plan clients, including plan participants. Beaumont is also a fiduciary under section 4975 of the Internal Revenue Code (“IRC”) with respect to investment management services and investment advice provided to individual retirement accounts (“IRAs”), ERISA plans, and ERISA plan participants. As such, Beaumont is subject to specific duties and obligations under ERISA and the IRC that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. When a fiduciary gives advice in which it has a conflict of interest, the fiduciary must avoid or eliminate the conflict or rely upon a prohibited transaction exemption (a “PTE”). As a fiduciary, we have duties of care and of loyalty to you and are subject to obligations imposed on us by the federal and state securities laws. As a result, you have certain rights that you cannot waive or limit by contract. Nothing in our agreement with you should be interpreted as a limitation of our obligations under the federal and state securities laws or as a waiver of any nonwaivable rights you possess. UPTIQ Treasury & Credit Solutions We offer clients the option of obtaining certain financial solutions from unaffiliated third-party financial institutions through UPTIQ Treasury & Credit Solutions, LLC (together with UPTIQ, Inc. and its affiliates, “UPTIQ”). Please see Items 5 and 10 for a fuller discussion of these services and other important information. Focus Risk Solutions We help our clients obtain certain insurance solutions from unaffiliated, third-party insurance brokers by introducing clients to our affiliate, Focus Risk Solutions, LLC (“FRS”), a wholly owned subsidiary of our parent company, Focus Financial Partners, LLC. Please see Items 5 and 10 for a fuller discussion of this service and other important information. C. Explain if, and how, you tailor your advisory services to the individual needs of clients. Also, explain if clients may impose restrictions on securities or types of securities. Beaumont takes the opportunity to learn about the financial condition, needs, goals and objectives of each client. This information, combined with their risk tolerance, determines which of our investment profiles/target allocations are most appropriate for each client. Beaumont manages each client account consistent with these and other relevant factors in mind, however, reserves the right to invest their accounts more conservatively at any time. A client’s actual holdings will vary from their long-term target allocations due to market fluctuation, investment gains/losses, contributions and/or withdrawals, non-managed securities, active management (by the client), client-imposed restrictions, client requests and other circumstances (i.e., tax loss selling). Beaumont invests client assets in individual equities, bonds, mutual funds, ETFs, and other investment options. Beaumont periodically utilizes a “specialized” sub-advisor or money manager for a certain allocation of a client’s overall portfolio. Any additional fees incurred by the client will be disclosed prior to the use of the sub- advisor/manager. These fees will vary depending on the sub-advisor used. Beaumont does not receive an additional fee in these arrangements. Clients may impose reasonable restrictions, if done so in writing, on the investments in their accounts. Beaumont reserves the right, in our sole discretion, to reject any such restrictions. D. If you participate in wrap fee programs by providing portfolio management services, describe the differences, if any, between how you manage wrap fee accounts and how you manage other accounts, and explain that you receive a portion of the wrap fee for your services. Beaumont does not participate in wrap fee programs. E. Assets Under Management: discretionary and non-discretionary. As of December 31, 2023, Beaumont had ~$2,960,441,587 in total assets under management with ~$2,150,669,809 being discretionary and ~$809,771,778 as non-discretionary.