Beacon Trust
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
FINTRXOverview
Beacon Trust operates as an independent, SEC-registered registered investment adviser (first registered in 2015) structured as a corporation with domestic-entity and individual ownership. The firm serves a mix of individual and family clients as well as institutional investors, and describes itself as a capital allocator that charges either a percentage of assets under management or fixed fees depending on the engagement. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection/oversight of other advisers. Beacon Trust reports industry affiliations with banking or thrift institutions, a trust company and an insurance company. The firm does not identify as an active ESG investor. Forbes has included Beacon Trust on its RIA firm lists in both 2023 and 2024.
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds21%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
3 of 3
John Longo
Chief Investment OfficerCRD 4722361
Tom Mathew
Chief Compliance OfficerCRD 6051806
Annamaria Vitelli
Chief Growth OfficerCRD 2467707
Contacts
3 of 35
Matthew Kelly
Assistant Vice President, Portfolio ManagerCRD 5290319
William Butler
Managing Director & Portfolio ManagerCRD 2226124
Christopher Shagawat
Senior Vice President, Portfolio ManagerCRD 6065926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 272Active vs passive
$1B in ETFs
89%
$894M
6%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $196M | 530,893 | 19.61% |
Location
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
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