Gavin Quade Beauregard
Investment adviser representative at Ai Funds
9 yearsExperience
1 stateRegistered in
$2.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Ai Funds IncDec 2023 to now
- Cerity PartnersApr 2023 to Nov 2023
- Argi Investment ServicesJan 2022 to Apr 2023
- Indiana UniversityJul 2021 to Jan 2022
- Argi Investment ServicesMay 2021 to Jul 2021
- Indiana UniversityJul 2019 to May 2021
- FidelityMay 2019 to Jul 2019
- Indiana UniversityAug 2018 to May 2019
- North Oldham High SchoolAug 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ai Funds
Legal name: Ai Funds, Inc.
$2.1MAssets managed
4Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7404568
- Firm CRD
- 328886