Beacon Financial Strategies Corp.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 132987
- Registered since
- July 6, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.32%
- Individuals3.87%
- Pension & Profit Sharing Plans2.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Beacon Financial Strategies Corp. is an independent, individually owned registered investment adviser that works with both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2017) and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Investment approach centers on publicly available pooled vehicles—mutual funds and ETFs—while supplementing core exposures with selected alternatives and insurance products. The firm does not identify as an active ESG investor and maintains a traditional advisory model rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Stephanie Murray
Operations ManagerCRD 5868363
Erin Campbell
Founder and PrincipalCRD 4257764
David Trettel
Registered Client AssociateCRD 6432359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$189M in ETFs
78%
$148M
21%
$41.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $36.2M | 96,692 | 19.16% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 7100 Six Forks Rd
- Time zone
- ET (UTC-5)
- Office locations
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