Austin, TX Mountain Ridge Dr. Office
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Beacon Advisors
Supported
Firm-wide stats for Beacon Advisors
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.
Based on Beacon Advisors
Expertise
Based on Beacon Advisors
Location
9011 Mountain Ridge Dr., Suite 200
Austin TX 78759
Advisors at this office
2
Advisors at this office
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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