Overview
Assets Under Management: $460 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 39
Average Client Assets: $11.6 million
Frequently Asked Questions
BEACON ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335101), BEACON ADVISORS is subject to fiduciary duty under federal law.
BEACON ADVISORS is headquartered in AUSTIN, TX.
BEACON ADVISORS serves 39 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BEACON ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BEACON ADVISORS manages $460 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BEACON ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.39%
Average Client Assets: $11.6 million
Total Client Accounts: 222
Discretionary Accounts: 148
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 335101
Filing ID: 2036248
Last Filing Date: 2026-03-31 14:51:58