B
Beacon Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$330,197,003
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
118
50% high-net worth
Advisors
1
of 2 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
118
Very HighAverage account size
$2,798,280
About
Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management and financial and retirement planning to individuals and families, high-net-worth households, trusts, estates, corporations and retirement plans, including pooled retirement and qualified plans. The firm reports managing approximately $542 million in discretionary assets for roughly 118 client relationships and offers customized asset allocation and investment implementation alongside planning services.
Beacon develops client-specific investment plans using fundamental analysis and typically constructs diversified portfolios that can include equities, laddered fixed-income, hybrid securities, cash equivalents and alternative investments where appropriate. The firm also uses derivatives in separately managed accounts — including covered-call writing, buy-writes, rollouts and purchases/sales of puts and calls — as part of its investment strategies.
Beacon operates as a sole‑owner/solo practitioner model while managing a relatively large asset base per advisor, which is statistically uncommon and relevant to considerations of capacity and oversight. The firm has affiliated accounting and retirement‑plan consulting entities and discloses cross‑referral arrangements and that the owner devotes substantial time to those affiliated accounting and pension‑consulting activities; these relationships are governed by separate engagement agreements and client choice.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.80% $1,000,001 - $2,000,000: 1.60% $2,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Account minimum: $250,000 Fee-only: Fees based on percentage of assets under management as listed in fee tiers, no commissions accepted.
Main office location
Beacon Investment Advisors LLC
7 Brookes Avenue
Gaithersburg MD 20877, United States
Number of offices
1
Most active in
Beacon Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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