Beacon Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$330,197,003
Clients
118
Advisors
1
of 2 employees
About
Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management and financial and retirement planning to individuals and families, high-net-worth households, trusts, estates, corporations and retirement plans, including pooled retirement and qualified plans. The firm reports managing approximately $542 million in discretionary assets for roughly 118 client relationships and offers customized asset allocation and investment implementation alongside planning services.
Beacon develops client-specific investment plans using fundamental analysis and typically constructs diversified portfolios that can include equities, laddered fixed-income, hybrid securities, cash equivalents and alternative investments where appropriate. The firm also uses derivatives in separately managed accounts — including covered-call writing, buy-writes, rollouts and purchases/sales of puts and calls — as part of its investment strategies.
Beacon operates as a sole‑owner/solo practitioner model while managing a relatively large asset base per advisor, which is statistically uncommon and relevant to considerations of capacity and oversight. The firm has affiliated accounting and retirement‑plan consulting entities and discloses cross‑referral arrangements and that the owner devotes substantial time to those affiliated accounting and pension‑consulting activities; these relationships are governed by separate engagement agreements and client choice.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.80% $1,000,001 - $2,000,000: 1.60% $2,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Account minimum: $250,000 Fee-only: Fees based on percentage of assets under management as listed in fee tiers, no commissions accepted.
Main office
7 Brookes Ave.
Gaithersburg MD 20817
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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