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Beacon Advisors

Updated today

Client assets under management

$457,393,662

Clients

60

65% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Low

Average account size

$7,623,228

About

Beacon Advisors provides discretionary and non-discretionary investment management, financial planning, and access to independent third‑party money managers for individuals, high‑net‑worth families, estates, trusts, and charitable foundations. The firm also advises on legacy positions and separately managed accounts, reporting approximately $459.6 million in regulatory assets under management across about 60 client relationships as of December 31, 2025.

The firm uses a mix of fundamental and technical analysis and implements strategies including long‑term holding, tactical asset allocation, and value investing, with the ability to recommend alternative investments when appropriate. Portfolios may hold meaningful cash allocations, may utilize margin or borrowing for certain non‑investment needs, and the firm leverages an Orion platform for reporting, billing, and administrative support.

Noteworthy for a supported RIA, Beacon acts as the sponsor and manager of its own wrap fee program, a service offered by a small minority of peers, and discloses a formal Legacy Management Services offering alongside third‑party manager relationships. The firm’s reported scale—roughly $460 million of AUM managed by three advisors with a standard $1 million account guideline and household aggregation practices—distinguishes its client focus toward larger, multi‑generational relationships.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies

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Fee options

Fixed

Up to $10,000 for financial planning services

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $1,000,000

Main office location

Beacon Advisors

9011 Mountain Ridge Dr., Suite 200

Austin TX 78759, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michele C

Series 63

San Antonio, TX

Beacon Advisors

Michele Camp is a financial advisor at Beacon Advisors with 10 years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Michele serves as Vice President and finance committee member of the board for Christian Assistance Ministry and holds board positions with the Founder's Council supporting Texas Biomed and the Texas Business Hall of Fame. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews using multiple analysis methods.

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies
user avatar

Herbert B

CFP®, Series 63, Series 66

Austin, TX

Beacon Advisors

Herbert Boyd is a CFP® with 27 years of industry experience and is currently with Beacon Advisors in Austin, TX. His prior experience includes roles at Custos Family Office and J.P. Morgan Private Bank. He serves as a board member for One Chapel, providing financial advice and reviewing financial information. Beacon Advisors offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews.

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies
user avatar

Juan C

Series 63

Austin, TX

Beacon Advisors

Juan Creixell is a financial advisor at Beacon Advisors with 20 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Outside of his advisory role, he serves as a director for SilverBox Engaged Corp, a SPAC-focused acquisitions company, and volunteers as a board member and finance committee member for nonprofit organizations including St. Louise House and Seton Ascension Texas. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, using a combination of long-term, tactical, and value-oriented strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies
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