# Beacon Advisors

> Beacon Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 335101
- Filed as: BEACON ADVISORS
- Legal name: Beacon Advisors Holdings, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335101
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-advisors-austin-tx-335101

## Quick answers

**How is Beacon Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Beacon Advisors' brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beacon Advisors located?**
Beacon Advisors' principal office is in Austin, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Beacon Advisors registered with the SEC or a state?**
Beacon Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335101.

**How much does Beacon Advisors manage?**
Beacon Advisors reports $459,604,597 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (89% discretionary).

**How have Beacon Advisors' assets and staff changed since 2025?**
In the Form ADV data for Beacon Advisors: Regulatory assets under management: $0 in the October 2025 data and $459,604,597 in the October 2026 data. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beacon Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (21); corporations or other businesses not listed above (2).

**Which custodians does Beacon Advisors use?**
Beacon Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Beacon Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335101

**Does Beacon Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our Firm typically requires a minimum account size of $1,000,000 for advisory accounts." "Our maximum annual fee is 1.50%, and we have a minimum account size of $1,000,000."

**What changed in Beacon Advisors' recent Form ADV filings?**
In the July 2026 filing data: Changed its office addresses in San Antonio, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our maximum annual fee is 1.50%, and we have a minimum account size of $1,000,000.

> Our Firm provides financial planning services under a fixed or hourly fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services.

> Financial planning services offered under a fixed fee arrangement will not exceed $10,000 and hourly fee arrangements will not exceed $500 per hour, based on the scope and complexity of the services to be provided.

- Account minimum: $1,000,000

> Our Firm typically requires a minimum account size of $1,000,000 for advisory accounts.

> Our maximum annual fee is 1.50%, and we have a minimum account size of $1,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $459,604,597
- Discretionary: $409,003,350
- Non-discretionary: $50,601,247

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,187,281 |
| High net worth individuals | 39 | $452,206,381 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,210,935 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- beacon-adv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | May 5, 2025 |
| October 2026 | $459,604,597 | 4 | June 4, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $459,604,597 in the October 2026 data.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Changed its office addresses in San Antonio, TX.

### April 2026
- Regulatory assets under management went from $256,729,051 to $459,604,597 (+79%).
- Employees performing advisory functions went from 3 to 4.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $0 to $256,729,051.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Advisors (CRD 335101): Form ADV filing data as of October 2026.