Fee-only adviser · Darien, CT
Beirne.
Beirne. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Darien, Connecticut. On its latest Form ADV, filed August 17, 2026, it reports $2.3B in regulatory assets under management, 435 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 167103 · SEC file 801-77726 |
| Office | 20 Old Kings Highway Darien, CT 06820 |
| Phone | (203) 701-8606 |
| Website | www.beirnegroup.com |
| Regulatory assets under management | $2.3B ($677M discretionary) |
| Individual clients | 330 non-high-net-worth, 105 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Darien
- Bourgeon Capital Management LLC $1.3B
- Makenna & Company, Inc. $3.8M
- Private Capital Advisors, Inc. $1.3B
- Fairfield, Bush & Co. $589M
- Morse Asset Management, Inc. $534M
- Beacon Capital, LLC $61M
See all 17 fee-only advisers in Darien →
Nearby
- Rowayton 2 firms
- Norwalk 4 firms
- Stamford 30 firms
- New Canaan 6 firms
- Old Greenwich 1 firm
- Riverside 1 firm
- Greenwich 22 firms
- Westport 21 firms
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