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BEACON TRUST

MORRISTOWN, NJ · CRD 226547 · IAPD ↗ · 973-377-8090

$4.44BRegulatory AUM
43Advisory reps
51Employees
0Clients
1-10Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BEACON TRUST notice-filed in AK, AL, AZ, DC, DE, HI, IA, ID, IN, KS, KY, MN, MO, MS, MT, ND, OK, OR, PR, RI, SD, TN, UT, VI, WA, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — BEACON TRUST grew from 38 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — BEACON TRUST added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
July 2024 — BEACON TRUST notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — BEACON TRUST added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — BEACON TRUST notice-filed in AR, CO, IL, LA, NM, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.