Beacon Trust

RIASEC Registered
Total AUM
$4.4B
Discretionary
$4.3B
96% of AUM
Avg account
$1.5M
Accounts
2,939
Employees
51
Advisory reps
33

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 registered investment adviser that provides financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. The firm is registered with the SEC (registered in 2015) and acts as a capital allocator, incorporating third-party managers into client portfolios. Its client base spans individuals and families as well as institutional clients. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Beacon Trust reports industry affiliations with banking or thrift institutions, trust companies, and insurance companies. The firm does not position itself as an active ESG investor. The firm has been recognized in Forbes’ lists of top RIA firms in 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

    John Longo

    Chief Investment OfficerCRD 4722361

  • Tom Mathew

    Tom Mathew

    Chief Compliance OfficerCRD 6051806

  • Annamaria Vitelli

    Annamaria Vitelli

    Chief Growth OfficerCRD 2467707

Contacts

3 of 30
  • Christopher Perrine

    Christopher Perrine

    Senior Vice President, Portfolio ManagerCRD 5153889

  • Dawn Avallone

    Dawn Avallone

    Senior Vice President, Trust OfficerCRD 6962882

  • Samantha Booth

    Samantha Booth

    AVP, Relationship ManagerCRD 7053733

Unlock 27 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 280

Active vs passive

$997M in ETFs

Passive

88%

$882M

Active

6%

$116M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$197M527,47619.80%
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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