AdvisorCensus / Financial advisors / New York / New York / Beacon Trust
Beacon Trust
Filed as BEACON TRUST · Legal name Beacon Investment Advisory Services, Inc.
Beacon Trust is an SEC-registered investment advisory firm in Morristown, NJ, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.
Quick answers
From the filingHow is Beacon Trust compensated?
On its Form ADV (Item 5.E, October 2026), Beacon Trust reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Beacon Trust located?
Beacon Trust's principal office is in Morristown, NJ, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is Beacon Trust registered with the SEC or a state?
Beacon Trust is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226547.
How much does Beacon Trust manage?
Beacon Trust reports $4,442,205,744 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (96% discretionary).
How have Beacon Trust's assets and staff changed since 2021?
In the Form ADV data for Beacon Trust: Regulatory assets under management: $3,705,000,000 in the October 2021 data and $4,442,205,744 in the October 2026 data, up 20%. Total employees: 45 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Beacon Trust serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (2,007); individuals (other than high net worth individuals) (823); corporations or other businesses not listed above (55).
Does Beacon Trust 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/226547
Does Beacon Trust state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "As a condition for starting and maintaining a relationship, Beacon Trust generally imposes a minimum portfolio size of $500,000." "Beacon Trust, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existence of a relationship, account retention, and pro bono activities."
What changed in Beacon Trust's recent Form ADV filings?
In the August 2026 filing data: Added an office in Astoria, NY. No longer lists an office in New York, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
As a condition for starting and maintaining a relationship, Beacon Trust generally imposes a minimum portfolio size of $500,000.
Beacon Trust, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existence of a relationship, account retention, and pro bono activities.
Minimum annual fee: $5,000
The brochure's wording
When Beacon Trust does waive its minimum portfolio size, the firm generally imposes a minimum annual fee of $5,000.
Beacon Trust, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre-existing client relationships.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,442,205,744 as of October 2026, filing dated July 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Legal name
- Beacon Investment Advisory Services, Inc.
- Also doing business as
- BEACON TRUST
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 51. Performing investment advisory functions: 43.
- Wrap fee program participation
- Yes.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the August 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,442,205,744 | 51 | July 27, 2026 |
| October 2025 | $4,352,787,884 | 46 | March 29, 2025 |
| October 2024 | $4,018,244,995 | 45 | June 7, 2024 |
| October 2023 | $3,459,000,000 | 48 | March 29, 2023 |
| October 2022 | $4,093,000,000 | 45 | July 14, 2022 |
| October 2021 | $3,705,000,000 | 45 | March 25, 2021 |
Regulatory assets under management: $3,705,000,000 in the October 2021 data and $4,442,205,744 in the October 2026 data, up 20%.
Total employees: 45 in October 2021 and 51 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Added an office in Astoria, NY.
- No longer lists an office in New York, NY.
- April 2026
- Employees performing advisory functions went from 38 to 43.
- Registered or 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.
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Added an office in Plymouth Meeting, PA.
- Added an office in Roslyn, NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Beacon Trust (CRD 226547): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/beacon-trust-morristown-nj-226547