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BEACON ADVISORS

AUSTIN, TX · CRD 335101 · IAPD ↗ · beacon-adv.com · 512-612-4884

$459.6MRegulatory AUM
4Advisory reps
4Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — BEACON ADVISORS now reports custody of client assets ($22.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2026 — BEACON ADVISORS reported RAUM up 79% ($256.7M -> $459.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — BEACON ADVISORS (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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