Beacon Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$457,393,662
Clients
60
Advisors
3
across 2 offices
About
Beacon Advisors provides discretionary and non-discretionary investment management, financial planning, and access to independent third‑party money managers for individuals, high‑net‑worth families, estates, trusts, and charitable foundations. The firm also advises on legacy positions and separately managed accounts, reporting approximately $459.6 million in regulatory assets under management across about 60 client relationships as of December 31, 2025.
The firm uses a mix of fundamental and technical analysis and implements strategies including long‑term holding, tactical asset allocation, and value investing, with the ability to recommend alternative investments when appropriate. Portfolios may hold meaningful cash allocations, may utilize margin or borrowing for certain non‑investment needs, and the firm leverages an Orion platform for reporting, billing, and administrative support.
Noteworthy for a supported RIA, Beacon acts as the sponsor and manager of its own wrap fee program, a service offered by a small minority of peers, and discloses a formal Legacy Management Services offering alongside third‑party manager relationships. The firm’s reported scale—roughly $460 million of AUM managed by three advisors with a standard $1 million account guideline and household aggregation practices—distinguishes its client focus toward larger, multi‑generational relationships.
Client services
Expertise
Fee options
Up to $10,000 for financial planning services
Up to $500 per hour for financial planning services
Account minimum: $1,000,000
Main office
See office9011 Mountain Ridge Dr., Suite 200
Austin TX 78759
Advisors at this office
2
Offices (2)
Most active in
Texas
Also doing business as
Beacon Advisors · Beacon Advisors Holdings, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michele C
Series 63
San Antonio, TX
Beacon Advisors
Michele Camp is a financial advisor at Beacon Advisors with 10 years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Michele serves as Vice President and finance committee member of the board for Christian Assistance Ministry and holds board positions with the Founder's Council supporting Texas Biomed and the Texas Business Hall of Fame. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews using multiple analysis methods.
Herbert B
CFP®, Series 63, Series 66
Austin, TX
Beacon Advisors
Herbert Boyd is a CFP® with 27 years of industry experience and is currently with Beacon Advisors in Austin, TX. His prior experience includes roles at Custos Family Office and J.P. Morgan Private Bank. He serves as a board member for One Chapel, providing financial advice and reviewing financial information. Beacon Advisors offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews.
Juan C
Series 63
Austin, TX
Beacon Advisors
Juan Creixell is a financial advisor at Beacon Advisors with 20 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Outside of his advisory role, he serves as a director for SilverBox Engaged Corp, a SPAC-focused acquisitions company, and volunteers as a board member and finance committee member for nonprofit organizations including St. Louise House and Seton Ascension Texas. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, using a combination of long-term, tactical, and value-oriented strategies tailored to client objectives and risk tolerance.
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