BEACON ADVISORS

RIASEC RegisteredEst. 2025

Total AUM

$460M

Discretionary

$409M

89% of AUM

Avg account

$2.1M

Accounts

222

Employees

Advisory reps

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

FINTRX

Overview

Beacon Advisors is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2025. The firm serves both individual/family and institutional clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and third-party manager selection. It bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as a capital allocator that places client capital with external managers. The firm does not characterize itself as an active ESG investor and is not a multi-state adviser per the source data. It maintains an affiliation with an insurance company and notes the capacity to engage outside advisers as part of its platform and allocation process.