Beacon Hill Wealth Management Ltd
- Regulatory AUM
- $149M
- Discretionary
- $106M
- Clients
- 180
- Avg AUM / client
- $825K
- Accounts
- 258
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 136 | $61.8M | 41.6% |
| High net worth individuals | 44 | $86.7M | 58.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dixie Lee Klaibert | Chief Compliance Officer | CFA | Apr 2013 (13y) | ≈ 18.75% – 50% via Battery Street Holdings Ltd |
| Phillip David Hogan | Chief Marketing Officer | Dec 2015 (11y) | ≈ 18.75% – 50% via Attollo Ventures Inc. | |
| Christopher Randall Stooksbury | Ceo/Partner | Jan 2023 (4y) | 25% – 50% | |
| Xijian Zhang | Registered representative | Jan 2026 (1y) | ||
| Evan Thomas Carey | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Attollo Ventures Inc. | Partner | Jan 2023 | A | 25% – 50% |
| Battery Street Holdings Ltd | Partner | Jan 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dixie Lee Klaibert: 75% – 100% of Battery Street Holdings Ltd × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Phillip David Hogan: 75% – 100% of Attollo Ventures Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/17/2026 | 897 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $149M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗