BEACON ADVISORS HOLDINGS, LLC
Doing business as BEACON ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$459,604,597
Discretionary
$409,003,350
Non-discretionary
$50,601,247
Firm details
- CRD number
- 335101
- SEC file number
- 801-132925
- Main office
- AUSTIN, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.BEACON-ADV.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.