Beacon Asset Management Llc
- Regulatory AUM
- $36.0M
- Discretionary
- $2.3M
- Clients
- 134
- Avg AUM / client
- $268K
- Accounts
- 226
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $22.3M | 62.1% |
| High net worth individuals | 12 | $10.1M | 28.1% |
| Charitable organizations | 4 | $2.3M | 6.51% |
| Corporations and other businesses | 1 | $1.2M | 3.34% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Goodwill Industries Of Southeast Louisiana, Inc. 403(b) Plan Goodwill Industries Of Southeast Louisiana, Inc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christina Vittitow O'bryan | Registered representative | CFP | Mar 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Goodwill Industries Of Southeast Louisiana, Inc. 403(b) Plan | Goodwill Industries Of Southeast Louisiana, Inc | 842 | $1.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $30.5M (85% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2026.
View current Form ADV (SEC/IAPD) ↗