Beacon Investment Advisors LLC
Beacon Investment Advisors LLC, headquartered in Houston, Texas, is a registered investment adviser primarily serving high-net-worth individuals. The firm, operating under the SEC CIK 0001961635, reports a small team of 2-3 employees and manages approximately $282.5 million in assets as of early 2024. Their client base consists predominantly of individuals and high net worth individuals, and the firm is regulated and registered with the SEC. Beacon offers comprehensive portfolio management and advisory services.
Investment Strategy
Beacon Investment Advisors LLC focuses on discretionary investment management tailored to clients' individual goals and risk profiles. Their approach involves developing strategic asset allocations, constructing diversified portfolios primarily for high net worth individuals, and providing continuous oversight and portfolio supervision. All investment strategies are devised in partnership with clients, using custom asset allocation and a disciplined management process designed to achieve long-term objectives. The firm does not participate in wrap fee programs, and serves solely as a fiduciary, managing portfolios according to client needs, goals, investment horizon, and tolerance for risk.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.06% | $14.1M | 28,340 | $280.45 | $497.41 | +$3.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.54% | $12.9M | 26,471 | $321.07 | $485.77 | -$1.2M |
A AAPL | APPLE INC | 3.29% | $7.6M | 37,909 | $132.01 | $205.17 | -$790.7K |
A AMAT | APPLIED MATLS INC | 2.98% | $6.9M | 37,679 | $126.20 | $183.07 | +$1.5M |
I INTU | INTUIT | 2.77% | $6.4M | 8,264 | $395.00 | $787.63 | +$1.4M |