Beacon Rock Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,329,137
Clients
45
Advisors
1
of 1 employees
About
Beacon Rock Wealth Advisors (BR Capital, Inc.) provides financial planning, retirement planning, and discretionary portfolio management for individuals and families as well as for pension and profit‑sharing plans, trusts, charitable organizations, and corporations. The firm also provides investment consulting, business financial consulting (including qualified plan design and other pension-related work), referrals to third‑party wrap programs, and manages variable annuity allocations.
The firm’s investment process combines fundamental valuation analysis with technical tools (primarily moving averages) to select and monitor positions, and it generally implements a buy‑and‑hold approach for long‑only accounts. It also offers a distinct long‑short strategy available only to qualified clients that uses options, short sales and margin, may include leveraged ETFs, private placements and cryptocurrencies, and is compensated in part through performance‑based fees with high‑water‑mark accounting assessed after fees.
Beacon Rock’s profile differs from many peers in several ways: the adviser is licensed as an insurance agency and sells life, health, annuity and long‑term care products (insurance work occupies a portion of firm time), and the firm directly manages annuity subaccounts at Jackson National Life without receiving sales commissions. It also routinely serves corporate and institutional‑type clients and provides pension and business consulting in addition to its individual wealth‑management practice; the firm manages roughly $8.8 million for about 45 client relationships.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 2.000% (equities/mutual funds/wrap accounts) or 1.000% (bonds) $1,000,001 - $2,000,000: 1.500% (equities/mutual funds/wrap accounts) or 0.750% (bonds) $2,000,001+: 1.000% (equities/mutual funds/wrap accounts) or 0.500% (bonds)
$150 to $350 per hour depending on service level
20% of profits annually with 4% hurdle rate on qualified clients' Capital Accounts
Account minimum: $100,000 Fee-only: $150 to $350 per hour for advisory and consulting services
Main office
2005 SE 192nd Ave Ste 200
Camas WA 98607
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Beacon Rock Wealth Advisors · Br Capital, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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