# Beacon Investment Advisers, LLC

> Beacon Investment Advisers, LLC is a state-registered investment advisory firm in Northampton, MA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2024.

- CRD: 130151
- Filed as: BEACON INVESTMENT ADVISERS, LLC
- Legal name: Collins, Francis E.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Northampton, MA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130151
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-investment-advisers-llc-northampton-ma-130151

## Quick answers

**How is Beacon Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beacon Investment Advisers, LLC located?**
Beacon Investment Advisers, LLC's principal office is in Northampton, MA, according to its Form ADV.

**Is Beacon Investment Advisers, LLC registered with the SEC or a state?**
Beacon Investment Advisers, LLC is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 130151.

**How much does Beacon Investment Advisers, LLC manage?**
Beacon Investment Advisers, LLC reports $14,748,635 in regulatory assets under management in its Form ADV filing dated March 29, 2024 (64% discretionary).

**What types of clients does Beacon Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); other (9); high net worth individuals (5).

**Does Beacon Investment Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130151

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,748,635
- Discretionary: $9,437,082
- Non-discretionary: $5,311,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,769,805 |
| High net worth individuals | 5 | $7,694,053 |
| Other | 9 | $2,284,777 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1994 (32 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Investment Advisers, LLC (CRD 130151): Form ADV filing data as of October 2026.