BEACON FINANCIAL ADVISORS LTD
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 106164
- Registered since
- March 12, 1993
- Website
- www.bfaltd.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.86%
- Individuals7.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beacon Financial Advisors Ltd operates as an independent registered investment adviser organized as an LLC and has been SEC-registered since 1993. The firm serves individual and family clients with a fee model tied to assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Beacon is owner-operated (individual owner) and does not position itself as a capital allocator or pension consultant. It does not self-identify as an ESG investor and is not designated as a multistate or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2MARCEL HEBERT
PrincipalCRD 1273413
JOSHUA HEBERT
AssociateCRD 6035381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1800 Saint James Pl
- Time zone
- CT (UTC-6)
- Office locations
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