BEACON TRUST

RIASEC RegisteredEst. 2015
Total AUM
$4.4B
Discretionary
$4.3B
96% of AUM
Avg account
$1.5M
Accounts
2,939
Employees
51
Advisory reps
39

Firm details

Headquarters
MORRISTOWN, New Jersey
CRD number
226547
Registered since
April 1, 2015
Website
www.beacontrust.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.04%
  • Individuals20.12%
  • Corporations / Businesses4.83%
  • Pension & Profit Sharing Plans1.05%
  • Charitable Organizations0.92%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Trust is an independent, SEC-registered advisory corporation (registration year 2015) that serves both high-net-worth individuals and institutional clients. The firm operates as a capital allocator, blending direct portfolio management and financial planning with the selection and oversight of external managers. Its pricing is a mix of AUM-based fees and fixed-fee arrangements. Beacon Trust lists relationships with banking/thrift institutions, a trust company and an insurance company as part of its industry affiliations. The firm does not identify as an active ESG investor. Beacon Trust was included on Forbes’ lists of top RIA firms in both 2023 and 2024.

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 62%, Public Funds/Mutual Funds 21%, State & Local Bonds 6%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds21%
  • State & Local Bonds6%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Owners & executives

3 of 3

  • JOHN LONGO

    Chief Investment OfficerCRD 4722361

  • TOM MATHEW

    Chief Compliance OfficerCRD 6051806

  • ANNAMARIA VITELLI

    Chief Growth OfficerCRD 2467707

Contacts

3 of 36

  • Matthew Kelly

    Assistant Vice President, Portfolio ManagerCRD 5290319

  • WILLIAM BUTLER

    Managing Director & Portfolio ManagerCRD 2226124

  • CHRISTOPHER SHAGAWAT

    Senior Vice President, Portfolio ManagerCRD 6065926

Unlock 33 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 271

Active vs passive

$884M in ETFs

Passive

89%

$787M

Active

6%

$97.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$172M536,18919.46%
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Location

Primary office

MORRISTOWN, NJ

MORRIS

Location

MORRISTOWN, NJ

Headquartered in MORRISTOWN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
163 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth