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Beaton, Ronald, Ray (Paducah)


Beaton, Ronald, Ray is an adviser based in Paducah. It manages $50.17 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Kentucky.

Beaton, Ronald, Ray provides financial planning services and portfolio management for individuals and small businesses. 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, Ray: assets under management

The assets under management (AUM) of Beaton, Ronald, Ray is $50.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $895.96 thousand each.
Beaton, Ronald, Ray has custody of $50.17 million in cash and securities for 56 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beaton, Ronald, Ray for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Paducah

The principal office where Beaton, Ronald, Ray 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.

You can reach the main office by calling the phone number 270-443-8711 or by fax 270-443-3074. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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