Beacon Ridge Advisors LLC

Beacon Ridge Advisors provides discretionary wealth management, investment management and financial planning services for individual and high‑net‑worth clients. Like many independent advisors, it charges percentage‑of‑AUM fees and offers both ongoing portfolio management and stand‑alone financial planning engagements.

The firm constructs portfolios primarily using ETFs, with the option to include individual stocks, options and third‑party model or managed accounts; its stated research process blends fundamental, technical and cyclical analysis and generally favors a long‑term orientation while permitting shorter‑term trades for rebalancing or client cash needs. It implements accounts on a discretionary basis and accesses custody and execution through institutional platforms that also enable the use of independent managers.

Distinctive features in the disclosure include that the firm was newly formed and reported no assets under management or clients as of its effective date, and it is led by a principal who holds the CFA charter and a lengthy institutional research and portfolio management background. The adviser also discloses modest outside business activities (a DBA used to engage research providers and a small real‑estate venture) and formal relationships with custodial platforms and independent managers, which it states it oversees and discloses to clients.