Beacon Advisors Holdings, Llc
- Regulatory AUM
- $460M
- Discretionary
- $409M
- Clients
- 62
- Avg AUM / client
- $7.4M
- Accounts
- 222
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $5.2M | 1.13% |
| High net worth individuals | 39 | $452M | 98.4% |
| Corporations and other businesses | 2 | $2.2M | 0.48% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herbert Gaylon Boyd | Registered representative | CFP | Sep 2025 (1y) | |
| Juan Ignacio Creixell | Registered representative | Sep 2025 (1y) | ||
| Michele Camp | Registered representative | Sep 2025 (1y) | ||
| Audrey J Soza | Registered representative | Nov 2025 (1y) |
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) | 06/04/2026 | 964 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $187M (41% of AUM) Jun 2026
- Charles Schwab & Co. $158M (34% of AUM) Jun 2026
- Pershing $115M (25% of AUM) Jun 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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗