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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Unison vertexFoundation
- Established Date
- 01-19-2000
- Office Locations
- 1
Office Locations
About Beacon Asset Management
Beacon Asset Management is an independent, fee-only RIA in Owensboro, KY providing fiduciary financial planning and investment advisory. The firm helps individuals and families navigate retirement transitions and major life events, coordinating tax, insurance, estate and cash-flow decisions into a tailored action plan. Investment accounts are managed on a fee-only basis with TD Ameritrade as custodian, and the firm has operated for two decades under Christina O'Bryan.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTINA VITTITOW O'BRYAN
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #2134919
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,339,856 | -- |
| Non-Discretionary | $33,615,374 | -- |
| Total | $35,955,230 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,955,230
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $210,426,677 | 21.4% |
| Equity - Exchange | $208,460,073 | 21.2% |
| Cash | $246,808,860 | 25.1% |
| Private Funds | $141,595,521 | 14.4% |
| U.S. Government/Agency | $176,011,099 | 17.9% |
| Total | $983,302,230 | 100.0% |