Beacon Pointe Advisors, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 119290
- Registered since
- February 20, 2002
- Website
- beaconpointe.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI78.45%
- Individuals11.1%
- Charitable Organizations6.12%
- Investment Companies1.79%
- Insurance Companies1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Pointe Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2002. The firm positions itself as a capital allocator for both individual and institutional clients, offering a mix of financial planning and multi-client portfolio management across individuals, pooled vehicles and institutions. Its advisory services include selection of sub‑advisers and running educational programs; fee arrangements are flexible and include percentage of AUM, hourly and fixed fees, and performance‑based structures. Beacon Pointe identifies as an active ESG investor and has been noted in industry rankings by outlets including Barron’s, Forbes, the Financial Times, Citywire and AdvisorHub between 2020 and 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds31%
- State & Local Bonds7%
- Private Funds7%
- Cash & Cash Equivalents5%
Owners & executives
3 of 8
Michael Gillis
PARTNER & CHIEF EXECUTIVE OFFICERCRD 4029357
Julien Frazzo
Deputy Chief Investment OfficerCRD 7164311
Commie Stevens
Chief Practice OfficerCRD 5908057
Contacts
3 of 467
Christopher Andrysiak
Senior Financial AdvisorCRD 5642217
Kelly Digonzini
Senior DirectorCRD 5673184
Melissa Gerckens
Wealth AdvisorCRD 5674239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,061Active vs passive
$14.7B in ETFs
76%
$11.2B
21%
$3.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $808M | 1,176,174 | 5.48% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 24 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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