# Beacon Trust

> 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.

- CRD: 226547
- Filed as: BEACON TRUST
- Legal name: Beacon Investment Advisory Services, Inc.
- Also doing business as: BEACON TRUST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morristown, NJ
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226547
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-trust-morristown-nj-226547

## Quick answers

**How 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).

**How much does Beacon Trust charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $5,000 to $15,000 (financial planning and/or the consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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

> 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.

- Flat fee: $5,000 to $15,000 (financial planning and/or the consulting services)

> Beacon Trust may charge a fixed fee for financial planning. These fees are negotiable but generally range from $5,000 to $15,000 on a fixed fee basis, depending upon the level and scope of the services

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

### Regulatory assets under management (Item 5.F)
- Total: $4,442,205,744
- Discretionary: $4,256,850,943
- Non-discretionary: $185,354,801

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 823 | $893,644,753 |
| High net worth individuals | 2,007 | $3,244,461,555 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 3 | $2,450,168 |
| 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) | 10 | $46,474,421 |
| Charitable organizations | 41 | $40,821,608 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 55 | $214,353,239 |

### 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: 2015 (11 years)
- Employees: 51 total, 43 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Astoria, NY
- Iselin, NJ
- Plymouth Meeting, PA
- Roslyn, NY

### Websites listed on Form ADV (Item 1.I)
- beacontrust.com
- LinkedIn @beacon-trust

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,705,000,000 | 45 | March 25, 2021 |
| October 2022 | $4,093,000,000 | 45 | July 14, 2022 |
| October 2023 | $3,459,000,000 | 48 | March 29, 2023 |
| October 2024 | $4,018,244,995 | 45 | June 7, 2024 |
| October 2025 | $4,352,787,884 | 46 | March 29, 2025 |
| October 2026 | $4,442,205,744 | 51 | July 27, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Trust (CRD 226547): Form ADV filing data as of October 2026.