Beacon Wealthcare LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 312556
- Registered since
- February 16, 2021
- Website
- beaconwc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.47%
- Individuals38.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beacon Wealthcare LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2021) and serves individual and family clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its client engagements are billed primarily as a percentage of assets under management, with some fixed-fee arrangements also offered. Beacon does not identify as an ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator or pension consultant.
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
- Exchange Traded Equities95%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Patricia Hall
Chief Compliance OfficerCRD 1565914
Contacts
3 of 5
Daniel Logan
Financial PlannerCRD 7064473
Jared Korver
DirectorCRD 6372106
Ryan Smith
DirectorCRD 5066531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$316M in ETFs
100%
$316M
0%
$316K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $166M | 443,162 | 52.45% |
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
- 1633 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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