Beacon Advisors
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 335101
- Registered since
- June 4, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.39%
- Individuals1.13%
- Corporations / Businesses0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Beacon Advisors is an independent, LLC-structured registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include asset‑based fees as well as hourly and fixed-fee engagements. Beacon Advisors does not market itself as an ESG investor, and it is not identified as a multi‑state or pension consultant adviser. The firm lists an insurance company among its industry affiliations.
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities10%
- State & Local Bonds8%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Audrey Soza
Operations and Compliance DirectorCRD 6160931
Michele Camp
Founding PartnerCRD 4999989
Juan Creixell
Founding PartnerCRD 4446798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$210M in ETFs
95%
$200M
0%
$10.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.1M | 24,178 | 8.63% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 9011 Mountain Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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