Beacon Trust

RIASEC RegisteredEst. 2015
Total AUM
$4.4B
Discretionary
$4.3B
96% of AUM
Avg account
$1.5M
Accounts
2,939
Employees
51
Advisory reps
35

Firm details

Headquarters
Morristown, New Jersey
CRD number
226547
Registered since
April 1, 2015
Website
www.beacontrust.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.04%
  • Individuals20.12%
  • Corporations / Businesses4.83%
  • Pension & Profit Sharing Plans1.05%
  • Charitable Organizations0.92%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Trust operates as an independent registered investment adviser organized as a corporation and registered with the SEC since 2015. The firm serves both individual and family clients as well as institutional relationships, charging a mix of percentage-of-AUM and fixed fees. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and selection of third-party managers. Beacon Trust also functions as a capital allocator, deploying client capital into external managers and alternative strategies. The firm lists affiliations with banking or thrift institutions, a trust company, and an insurance company. Beacon Trust is not identified as an active ESG investor. Forbes recognized the firm among America’s Top RIA Firms in 2023 and again in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 21%, State & Local Bonds 6%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds21%
  • State & Local Bonds6%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Owners & executives

3 of 3
  • John Longo

    John Longo

    Chief Investment OfficerCRD 4722361

  • Tom Mathew

    Tom Mathew

    Chief Compliance OfficerCRD 6051806

  • Annamaria Vitelli

    Annamaria Vitelli

    Chief Growth OfficerCRD 2467707

Contacts

3 of 32
  • Matthew Kelly

    Matthew Kelly

    Assistant Vice President, Portfolio ManagerCRD 5290319

  • William Butler

    William Butler

    Managing Director & Portfolio ManagerCRD 2226124

  • Christopher Shagawat

    Christopher Shagawat

    Senior Vice President, Portfolio ManagerCRD 6065926

Unlock 29 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 272

Active vs passive

$1B in ETFs

Passive

89%

$894M

Active

6%

$108M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$196M530,89319.61%
Unlock additional holdings →

Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
163 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Simon Quick Advisors, LLC

RIA

Morristown, NJ

AUM $9BTEAM 97REPS 44

Washington Crossing Advisors LLC

RIA

Morristown, NJ

AUM $2BTEAM 10REPS 6

Blackhill Capital, Inc

RIA

Morristown, NJ

AUM $2BTEAM 4REPS 3

New Vernon Capital

RIA

Morristown, NJ

AUM $902MTEAM 14REPS 5

Mcrae Capital Management Inc.

RIA

Morristown, NJ

AUM $795MTEAM 8REPS 5

Himco, LLC

RIA

Morristown, NJ

AUM $726MTEAM 49REPS 4
More RIAs in Morristown →All New Jersey RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth