BEACONS STRATEGIC CAPITAL, INC.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
CARLSBAD, California
CRD number
32754
Registered since
June 15, 1989

Firm profile

FINTRX

Overview

Beacons Strategic Capital, Inc. is organized as a corporation and has been registered with the SEC since 1989. Public data characterizes the firm as individually owned and classifies it as "unclassified" rather than under a specific advisory archetype. The firm is not identified as a capital allocator, is not active on ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Disclosure available in the dataset is limited: there are no explicit statements about the firm's client segments, fee schedules, or day-to-day advisory activities. The combination of a long SEC registration date with minimal public profile suggests a small or privately oriented operation rather than a nationally marketed RIA.

Location & Offices

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

Owners & executives

3 of 3
  • JOE MILLER

    CEO & CCOCRD 1172989

  • MARK MULLER

    Founder, President and CEOCRD 871286

  • ALAN KRIM

    CFO and FINOPCRD 2785337

Contacts

3 of 5
  • JOSEPH BEHETTE

    BrokerCRD 1905818

  • CAROLYN CONDO

    Compliance AssociateCRD 2113103

  • Quinlan Melvin

    Vice PresidentCRD 8209960

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARLSBAD, CA

SAN DIEGO

Location

CARLSBAD, CA

Headquartered in CARLSBAD, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1054 Snipe Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth