Sarasota, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Beacon Pointe Advisors, LLC
Enterprise
Firm-wide stats for Beacon Pointe Advisors, LLC
About
Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan (RPS) platform services, and outsourced chief investment officer (OCIO) services to a broad client base that includes individual investors (including high-net-worth clients), corporations, pension and profit‑sharing plans, and other institutional clients. The firm charges asset‑based advisory fees and offers portfolio management for individuals alongside custodian‑based reporting and performance measurement services.
Investment implementation typically combines Beacon Pointe’s asset‑allocation modeling with third‑party Independent Managers drawn from its internally maintained “Focus List,” selected through quantitative and qualitative due diligence and monitored on an ongoing basis. The firm employs both active and passive strategies across public and private asset classes, uses Envestnet’s UMA platform (and SEI in limited instances) for operational support, and provides quarterly performance reporting, plan‑level analytics, and participant education for retirement plans.
Beacon Pointe’s brochure highlights several features that distinguish it from many enterprise peers: it acts as general partner for proprietary private funds (including real estate‑ and credit‑focused vehicles such as the BP Real Estate Opportunities and BP Credit Opportunities funds) and serves as adviser to a continuously offered interval fund (BPMAX), arrangements the firm discloses and describes alongside related conflict‑management policies. The firm also documents legacy/acquired‑firm relationships and fee transitions, discloses related entities (e.g., Port Street Investments, Beacon Pointe GP, and an affiliated insurance agency), and notes institutional relationships and communications practices that go beyond the typical enterprise advisory model.
Based on Beacon Pointe Advisors, LLC
Location
1943 Morrill St, Suite 1
Sarasota FL 34236
Advisors at this office
3
Advisors at this office
Gregory G
Series 63, Series 66
Sarasota, FL
Beacon Pointe Advisors, LLC
Gregory Gionfriddo is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investment, Southern Trust Financial Planning, and Securities America Inc. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a proprietary Focus List of third-party independent managers and employing asset-allocation modeling across active and passive strategies. The firm offers a range of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.
James C
Series 63, Series 65
Sarasota, FL
Beacon Pointe Advisors, LLC
James Cooper is a financial advisor with Beacon Pointe Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. In addition to his advisory work, Cooper is an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.
Marc W
Series 63, Series 66
Sarasota, FL
Beacon Pointe Advisors, LLC
Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.
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