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BEACON ADVISORS

BEACON ADVISORS HOLDINGS, LLC

CRD 335101 · SEC 801-132925

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9011 MOUNTAIN RIDGE DR., SUITE 200, AUSTIN, TX, 78759, United States

Phone

512-612-4884

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$459.6M

Discretionary AUM

$409.0M

Team

4 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals21$5.2M
High net worth individuals39$452.2M
Corporations/business entities2$2.2M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD