Beto Financial Group, Llc
- Regulatory AUM
- $329M
- Discretionary
- $311M
- Clients
- 348
- Avg AUM / client
- $945K
- Accounts
- 874
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 237 | $78.1M | 23.8% |
| High net worth individuals | 91 | $241M | 73.4% |
| Pension and profit sharing plans | 4 | $2.5M | 0.76% |
| Charitable organizations | 4 | $2.1M | 0.64% |
| Corporations and other businesses | 12 | $4.8M | 1.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Idaho Urologic Institute, P.A. 401 K Profit Sharing Plan Idaho Urologic Institute, P.A. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Eric Randolph | Principal And Chief Compliance Officer | Jul 2013 (13y) | 75% or more | |
| Bradly Kent Wilfong | Registered representative | Aug 2020 (6y) | ||
| Theodore Carter Armstrong | Registered representative | Jun 2023 (3y) | ||
| Brooke Ann Ramstad | Registered representative | CFP | Sep 2025 (1y) | |
| Benson Scott Laing | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Idaho Urologic Institute, P.A. 401 K Profit Sharing Plan | Idaho Urologic Institute, P.A. | 123 | $24.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $327M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗