Beacon Coast Partners, LLC

Overview

Beacon Coast Partners, LLC is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients and operates primarily on a percentage-of-AUM fee model. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, reflecting a hybrid mix of direct portfolio management and third‑party manager oversight. Beacon Coast identifies as a capital allocator and uses third‑party managers as part of its toolkit. The firm does not position itself as an ESG investor and, per the available profile, focuses on traditional equity- and manager-driven solutions rather than pension consulting or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives