BEACON ROCK WEALTH ADVISORS

RIASEC Registered

Total AUM

$8.8M

Discretionary

$8.8M

100% of AUM

Avg account

$192K

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: HNWI83.08%
Charitable Organizations16.91%
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 RIA structured as a corporation and owned by an individual. The firm serves both individuals and families as well as institutional clients and provides a mix of financial planning and discretionary portfolio management services for individuals, small businesses, and institutions. It also lists pension consulting among its advisory activities. Its business model includes insurance brokerage and sales of other financial products, and its fee arrangements include percentage-of-AUM billing, hourly charges, and performance-based fees. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser.