Beacon Wealthcare LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 312556
- Registered since
- February 16, 2021
- Website
- beaconwc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.47%
- Individuals38.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beacon Wealthcare LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individuals and families (and small business clients through portfolio management services), offering financial planning and discretionary portfolio management. Its business model uses a mix of percentage-of-AUM and fixed-fee billing. Beacon Wealthcare is owner-operated, does not identify as a multi-state or ESG-focused adviser, and does not position itself as a capital allocator or pension consultant.
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 Equities95%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Patricia Hall
Chief Compliance OfficerCRD 1565914
Contacts
3 of 5
Daniel Logan
Financial PlannerCRD 7064473
Ellen Martin
Financial PlannerCRD 6424629
Ryan Smith
DirectorCRD 5066531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$313M in ETFs
100%
$313M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $166M | 449,575 | 53.07% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 1633 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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