BEACON INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$542M
Discretionary
$542M
100% of AUM
Avg account
$1M
Accounts
533
Employees
2
Advisory reps
2

Firm details

Headquarters
GAITHERSBURG, Maryland
CRD number
127368
Registered since
June 3, 2022
Website
www.beaconadvisors.net
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI41.14%
  • Corporations / Businesses36.95%
  • Individuals19.79%
  • Pension & Profit Sharing Plans2.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Beacon Investment Advisors LLC is an independent, fee-based registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional and small-business accounts. Its advisory scope centers on financial planning and portfolio management for individuals, small businesses, and institutions, and it charges fees based on a percentage of assets under management. Beacon does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.

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: Exchange Traded Equities 67%, Cash & Cash Equivalents 21%, Public Funds/Mutual Funds 4%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%67%
  • Exchange Traded Equities67%
  • Cash & Cash Equivalents21%
  • Public Funds/Mutual Funds4%
  • Non-Exchange Traded Equities2%
  • US Government Bonds2%

Owners & executives

1 of 1

  • ERIC KLEINSCHMIDT

    Chief Compliance OfficerCRD 2710290

Contacts

1 of 1

  • CORNELL ABOD

    MemberCRD 4686856

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$6.2M in ETFs

Passive

54%

$3.4M

Active

0%

$2.8M

ETFProviderStyleCategoryValueShares% of portfolio
AKRE FOCUS ETF (AKRE)Akre$2.6M49,69642.22%
Unlock additional holdings →

Location

Primary office

GAITHERSBURG, MD

MONTGOMERY

Location

GAITHERSBURG, MD

Headquartered in GAITHERSBURG, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7 Brookes Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth