SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Beacon Advisors
Austin, TX
Beacon Advisors Holdings, LLC, CRD 335101
Firm filing updated June 4, 2026 ·
- $459.6MAssets
- 62Clients
- 4Advisory staff
- 222Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals39
- Individuals21
- Corporations or other businesses2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 21 | $5.2 million |
| High net worth individuals | 39 | $452.2 million |
| Corporations or other businesses not listed above | 2 | $2.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$459.6 million
- Accounts222
- Discretionary$409.0 million · 148 accounts
- Non-discretionary$50.6 million · 74 accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Beacon Advisors Holdings, LLC SEC-registered investment advisor. CRD 335101, SEC file 801-132925.
- Registered with the SEC as an investment advisor (status date on record: June 4, 2025).
Is Beacon Advisors a fiduciary?
Short answer: Beacon Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.