Beacon Investment Advisors LLC

RIASEC RegisteredEst. 2022

Total AUM

$542M

Discretionary

$542M

100% of AUM

Avg account

$1M

Accounts

533

Employees

Advisory reps

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, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2022 and charges clients fees based on a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional clients, and its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions. The firm does not identify as an ESG-focused allocator and is not structured as a multi-state adviser or an in-house capital allocator; instead it relies on third-party managers for alternative strategies. Beacon reports industry relationships with accounting and pension-consulting professionals, which suggests a degree of integration with outside financial and retirement-planning specialists.