Beacon Advisors

RIASEC Registered
Total AUM
$460M
Discretionary
$409M
89% of AUM
Avg account
$2.1M
Accounts
222
Employees
4
Advisory reps
4

Firm details

Headquarters
Austin, Texas
CRD number
335101
Registered since
June 4, 2025
Website
www.beacon-adv.com
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

FINTRX

Overview

Beacon Advisors LLC is an independent, fee-based investment adviser that registered with the SEC in 2025. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Beacon does not position itself as an active ESG investor and lists an insurance company among its industry affiliations.

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: Public Funds/Mutual Funds 74%, Exchange Traded Equities 10%, State & Local Bonds 8%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities10%
  • State & Local Bonds8%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%

Contacts

3 of 4
  • Herbert Boyd

    Herbert Boyd

    Founding PartnerCRD 2095185

  • Juan Creixell

    Juan Creixell

    Founding PartnerCRD 4446798

  • Michele Camp

    Michele Camp

    Founding PartnerCRD 4999989

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$210M in ETFs

Passive

95%

$200M

Active

0%

$10.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$18.1M24,1788.63%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth