Beacon Rock Wealth Advisors

RIAState Registered

Total AUM

$9.7M

Discretionary

$9.7M

100% of AUM

Avg account

$186K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Camas, Washington
CRD number: 131592
Website: br.capital
Custodians: INTERACTIVE BROKERS LLC, JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI83.44%
Charitable Organizations16.3%
Individuals0.26%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Beacon Rock Wealth Advisors is an independent, privately owned corporate registered adviser that serves individuals, families and institutional clients. The firm combines financial planning and portfolio management across retail and small-business relationships, and it also offers pension consulting services. Revenue is generated through a mix of percentage-of-AUM fees, hourly charges and performance-based arrangements. In addition to advisory work, the firm is active as an insurance broker and sells other financial products, which aligns with its use of annuities among client solutions. Beacon Rock does not identify as an ESG-focused allocator.