A complete list of active advisors currently associated with Beacon Bay Asset Management LLC

Warmer can help you find a great advisor at Beacon Bay Asset Management LLC or one who fits your needs even better.

Beacon Bay Asset Management is a single‑advisor registered investment adviser that provides fully discretionary portfolio management for roughly 40 private clients, primarily individuals approaching retirement (typical age range mid‑40s to 70s, many over 55). The firm manages about $32.5 million across individual, retirement, trust and business accounts and focuses on investments listed on North American exchanges, including equities, options, ETFs, and fixed‑income securities. The advisor combines quantitative fundamental analysis with technical charting and conducts daily active monitoring, with typical holding periods from a few weeks to over a year and fewer than 80 equity trades per account on average annually. Risk controls documented in the brochure include a limit on exposure to any single equity (not to exceed 8% of an account) and a standard practice to exit positions after roughly a 10% loss; all client accounts are managed on a 100% discretionary basis. Noteworthy aspects relative to peers include an in‑house research and quantitative analysis approach without participation in third‑party investment programs or soft‑dollar arrangements, an options‑focused management capability, and use of a single institutional custodian. The firm’s brochure also discloses a prior civil suit settlement and a regulatory fine related to a contracted representative; both matters are described as resolved and paid in full.

To learn more about the advisors currently working at Beacon Bay Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.