|
⚲
|
| Keyboard |
| Beacon Advisors Holdings LLC
✚
|
|
|---|---|
| CRD # | 335101 |
| SEC # | 801-132925 |
| CIK # | 0002114314 |
| AUM | 459.6 M (2026-06-04) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-612-4884 |
| Address | 9011 Mountain Ridge Dr Austin, TX 78759 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 5.2 |
| (b) Individuals (high net worth individuals) | 39 | 452.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 459.6 |
| By Discretionary | ||
| Discretionary | 148 | 409.0 |
| Non-Discretionary | 74 | 50.6 |
| Total | 222 | 459.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 459.4 | |
| Total | 222 | 459.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002114314] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Websterrogers Financial Advisors LLC
✚
|
SC | 460.5 M |
|
Beta Wealth Group Inc
✚
|
CA | 460.3 M |
|
Roth Financial Partners LLC
✚
|
TX | 460.1 M |
|
Vermillion Wealth Management Inc
✚
|
MN | 459.9 M |
|
Alpha Financial Partners LLC
✚
|
KY | 459.9 M |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 459.5 M |
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |
|
Seaside Wealth Management Inc
✚
|
CA | 459.3 M |
|
Oldfather Financial Services LLC
✚
|
NE | 459.0 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |