Beacon Hill Wealth Management Ltd

RIASEC Registered
Total AUM
$149M
Discretionary
$106M
72% of AUM
Avg account
$576K
Accounts
258
Employees
6
Advisory reps
5

Firm details

Headquarters
Victoria,
CRD number
325860
Registered since
January 26, 2024
Website
beaconhillwm.ca
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI58.37%
  • Individuals41.63%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Beacon Hill Wealth Management Ltd is an independent registered investment adviser that began SEC reporting in 2024. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Ownership is listed as a combination of a foreign entity and an individual. Beacon Hill identifies as an active ESG investor and does not act as a capital allocator or pension consultant.

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 98%, Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Christopher Stooksbury

    Christopher Stooksbury

    Portfolio Manager, Chief Executive OfficerCRD 4010905

Contacts

3 of 4
  • Dixie Klaibert

    Dixie Klaibert

    Portfolio ManagerCRD 4672459

  • Phillip Hogan

    Phillip Hogan

    Tax PartnerCRD 7768145

  • Xijian Zhang

    Xijian Zhang

    TraderCRD 7442332

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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 20

Active vs passive

$128M in ETFs

Passive

5%

$6M

Active

95%

$122M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$36.2M813,79628.20%
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Location

Primary office

Victoria, null

Location

Victoria, null

Headquartered in Victoria, null.

Address
1133 Ft St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth