Beacon Advisors

RIASEC Registered

Total AUM

$460M

Discretionary

$409M

89% of AUM

Avg account

$2.1M

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 335101
Registered since: June 4, 2025
Website: www.beacon-adv.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.39%
Individuals1.13%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Advisors is an independent, SEC-registered investment adviser (registered in 2025) organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator, building portfolios that combine public funds with allocations to external alternative managers. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee billing. Beacon Advisors does not identify as an active ESG investor and lists an insurance company among its industry affiliations.