Beacon Financial Strategies Corp.

RIASEC RegisteredEst. 2017
Total AUM
$309M
Discretionary
$301M
97% of AUM
Avg account
$553K
Accounts
560
Employees
7
Advisory reps
4

Firm details

Headquarters
Raleigh, North Carolina
CRD number
132987
Registered since
July 6, 2017
Website
www.beaconfinancialstrategies.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.32%
  • Individuals3.87%
  • Pension & Profit Sharing Plans2.8%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Beacon Financial Strategies Corp. is an independent, SEC‑registered investment adviser organized as a corporation and operating since 2017. Ownership is listed as individual, and the firm serves both individual & family clients and institutional relationships. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Beacon does not position itself as a capital allocator, is not identified as an active ESG investor, and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 94%, Exchange Traded Equities 3%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

3 of 4
  • Erin Campbell

    Erin Campbell

    Founder and PrincipalCRD 4257764

  • David Trettel

    David Trettel

    Registered Client AssociateCRD 6432359

  • Nathan Hymiller

    Nathan Hymiller

    PrincipalCRD 2392438

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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 81

Active vs passive

$187M in ETFs

Passive

78%

$146M

Active

21%

$40.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$36.4M98,47119.53%
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Location

Primary office

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
7100 Six Forks Rd
Time zone
ET (UTC-5)
Office locations

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