Beacon Wealth Consultants, Inc.
Firm details
- Headquarters
- Roanoke, Virginia
- CRD number
- 154939
- Registered since
- June 26, 2020
- Website
- www.beaconwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.2%
- HNWI26.9%
- Pension & Profit Sharing Plans12.07%
- Charitable Organizations0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Beacon Wealth Consultants, Inc. is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional mandates, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee structures include a percentage-of-AUM billing option alongside hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor in its filings and is not listed as a multi-state registered adviser in the snapshot data. It does not present itself as a capital allocator or a related adviser.
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 Funds70%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Hillary Sunderland
Chief Investment OfficerCRD 5224268
Ann Zemann
Chief Compliance OfficerCRD 2731611
Richard Laymon
CEOCRD 2613493
Contacts
3 of 13
Kimberly Jenkins
Portfolio ManagerCRD 5906861
Jacob Preston
Director of Financial PlanningCRD 6821520
Chase Cavanaugh
Investment Operations AssociateCRD 7504171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Roanoke, VA
Roanoke City
Location
Roanoke, VA
Headquartered in Roanoke, VA, in the South of the United States.
- Region
- South
- County
- Roanoke City
- Address
- 302 Washington Ave Sw
- Time zone
- ET (UTC-5)
- Office locations
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