Beacon Wealthcare Llc
- Regulatory AUM
- $308M
- Discretionary
- $306M
- Clients
- 908
- Avg AUM / client
- $340K
- Accounts
- 908
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 20, 2026
Investments (13F portfolio — 26 positions, $312,090,193)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Ttl Stk | ETF | $166,360,880 | 449,575 | 53.3% | 54.0% |
| 2 | I Shs 7 10 Ys Tsy | ETF | $39,713,537 | 419,938 | 12.7% | 12.9% |
| 3 | Schwab Inter Tsy | ETF | $35,451,748 | 1,437,622 | 11.4% | 11.5% |
| 4 | Vanguard Ftse All | ETF | $21,901,211 | 261,507 | 7.02% | 7.1% |
| 5 | Schwb Us Broad | ETF | $12,161,487 | 419,941 | 3.9% | 3.94% |
| 6 | Vanguard Tx Ex Bd | ETF | $9,122,710 | 180,362 | 2.92% | 2.96% |
| 7 | I Shs Lehman 1 3 Tsy | ETF | $8,682,968 | 105,748 | 2.78% | 2.82% |
| 8 | Schwab Intl Equity | ETF | $4,741,347 | 171,168 | 1.52% | 1.54% |
| 9 | Spdr Brcy1 3 Ser | ETF | $4,075,414 | 44,472 | 1.31% | 1.32% |
| 10 | Apple | COM | $1,672,501 | 5,780 | 0.54% | 0.54% |
| 11 | Spdr S&P 500 | ETF | $1,659,338 | 2,222 | 0.53% | 0.54% |
| 12 | Vanguard Indx | ETF | $1,235,571 | 1,799 | 0.4% | 0.4% |
| 13 | Vanguard Bd Inx | ETF | $647,036 | 8,814 | 0.21% | 0.21% |
| 14 | Vanguard Indx Fd | ETF | $594,366 | 6,900 | 0.19% | 0.19% |
| 15 | Microsoft | COM | $499,474 | 1,339 | 0.16% | 0.16% |
| 16 | Vanguard Inx Lrg | ETF | $496,950 | 1,445 | 0.16% | 0.16% |
| 17 | I Shs Core S&P | ETF | $495,765 | 662 | 0.16% | 0.16% |
| 18 | Vanguard Info Tech | ETF | $356,648 | 2,984 | 0.11% | 0.12% |
| 19 | I Shs Msci Usa | ETF | $346,919 | 1,581 | 0.11% | 0.11% |
| 20 | Invesco Qqq Tr | ETF | $312,970 | 425 | 0.1% | 0.1% |
| 21 | Invesco Rusl 1000 | ETF | $288,553 | 4,210 | 0.09% | 0.09% |
| 22 | Exxon Mobil | COM | $284,241 | 2,079 | 0.09% | 0.09% |
| 23 | Vanguard Indx Fd | ETF | $268,867 | 887 | 0.09% | 0.09% |
| 24 | I Shs Msci Eafe | ETF | $265,725 | 2,558 | 0.09% | 0.09% |
| 25 | Schwab Stratgc Tr | ETF | $231,503 | 7,866 | 0.07% | 0.08% |
Top 25 of 26 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 799 | $119M | 38.5% |
| High net worth individuals | 109 | $190M | 61.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Allan Hall | Member, Owner | CFP | Jan 2021 (6y) | 25% – 50% |
| Hall, Patricia, Ann | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Jared B Korver | Member, Owner | CFP | Jan 2021 (6y) | 25% – 50% |
| Ryan Thomas Smith | Member, Owner | CFP | Jan 2021 (6y) | 25% – 50% |
| Daniel Ryan Logan | Registered representative | CFP | Mar 2023 (3y) | |
| Ellen Bosserman Martin | Registered representative | CFP | Mar 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 945 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗