$459.6M Total AUM
$409.0M Disc. AUM
-- 3Y CAGR
4 Employees
64 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-04-2025
- Office Locations
- 2
Office Locations
9011 Mountain Ridge Dr. Suite 200 Austin TX
-- Rockport TX
About Beacon Advisors
Beacon Advisors is an independent RIA with offices in Austin and San Antonio, providing investment management, multi-family office support, and consulting (retirement, estate, and business-transaction planning) for ultra/high-net-worth families, business owners, trusts/estates, and foundations/endowments. The team includes former J.P. Morgan Private Bank professionals; portfolios are frequently implemented with ETFs and commonly custodied at Schwab or Fidelity.
Team overview
51 AVG AGE
$114.9M AVG AUM / ADVISOR
$7.2M AVG AUM / CLIENT
0.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Bridge pioneer Foundation harbor
Asset Classes
Oak Signal capital Frontier North Momentum Glacier Ridge
Client Personas
Frontier Ridge atlas
Custodian
Vertex Vital Radial Wave capital Element Horizon North unison
Investment Themes
Vertex ember Quantum glacier Vertex Prime bridge Bridge unison
Investment Vehicles
Element Foundation
Platform
Quantum radial
Services
Vital Catalyst Vital bridge Vector Radial Catalyst atlas Quantum
Owner & Executives
H
HERBERT GAYLON BOYD
FOUNDING PARTNER
- CRD
- #2095185
- Ownership
- 25% but less than 50%
(552) 501-6654
glacier.quantum@pathwaycapital.com
in linkedin.com/in/ridge-pioneer
M
MICHELE CAMP
Chief Financial Officer
- CRD
- #4999989
- Ownership
- 25% but less than 50%
(647) 338-6592
catalyst.frontier@unisoncapital.com
in linkedin.com/in/vertex-matrix
C
Crest focus
Horizon signal
- CRD
- #46011
- Ownership
- 17.5%
(255) 379-4150
oak.north@bridgecapital.com
in linkedin.com/in/zenith-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,003,350 | $2,763,536 |
| Non-Discretionary | $50,601,247 | $683,801 |
| Total | $459,604,597 | $2,070,291 |
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Separately Managed Accounts
Total SMA Asset: $459,604,597
Public Funds:
10.6% Equity - Exchange:
17.6% Municipal Bonds:
14.8% Cash:
17.9% U.S. Government/Agency:
23.6% Equity - OTC:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $367,563,558 | 10.6% |
| Equity - Exchange | $610,294,210 | 17.6% |
| Municipal Bonds | $513,201,949 | 14.8% |
| Cash | $620,696,952 | 17.9% |
| U.S. Government/Agency | $818,349,054 | 23.6% |
| Equity - OTC | $537,475,013 | 15.5% |
| Total | $3,467,580,736 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VITAL VECTOR | PIONEER WAVE | SXQWD2XYM | ZSI | 7.29% | $63,434,600 |
| FUSION FOCUS | FOCUS CATALYST | E1TBXMO3O | IKZDK | 6.00% | $27,253,028 |
| MOMENTUM TIMBER ELEMENT | ELEMENT LEGACY | 8EVCAYMR3 | TTTC | 10.33% | $106,177,926 |
| SIGNAL PEAK WAVE | NORTH VERTEX | AR9500BZ7 | NSRQ | 4.27% | $29,714,425 |
| HORIZON ELEMENT CATALYST | RIDGE RIDGE | U9LVYXDTH | XQY | 7.98% | $43,063,404 |
| ALPHA ZENITH INSIGHT | NORTH RADIAL | 12AO7BNKZ | UDBG | 2.65% | $76,472,458 |
| TIMBER FOUNDATION | OPTIMA ALPHA | 8OOO9E29I | FBPZ | 3.57% | $75,126,465 |
| ZENITH RIDGE DELTA | ATLAS OPTIMA | 2V4JP5U1V | OXP | 2.27% | $32,187,412 |