$228.0M Total AUM
$209.8M Disc. AUM
12.7% 3Y CAGR
4 Employees
49 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway beacon
- Established Date
- 11-30-2005
- Office Locations
- 1
Office Locations
800 Westchester Avenue Suite 641 North RYE Brook NY
About Beacon Financial Advisors
Beacon Financial Advisors is an independent, father-son registered investment advisor providing fiduciary financial planning and portfolio management. The firm focuses on executives and entrepreneurs/business owners, helping coordinate retirement plans, stock options and corporate benefits and acting as a personal CFO, alongside risk management and estate/succession planning. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$76.0M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
10.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Pioneer frontier Vertex Alpha capital Element zenith
Client Personas
Prime Delta
Custodian
Optima alpha Wave insight Meridian
Investment Themes
Signal signal Vital horizon
Investment Vehicles
Horizon delta
Platform
Insight Harbor crest
Services
Timber Element catalyst Pioneer legacy Vector Matrix pathway Timber vital Legacy insight Wave Value vector
Technology
Oak element
Owner & Executives
BENJAMIN DAVIS ROBINS
Chief Compliance Officer, President
- CRD
- #6079352
- Ownership
- 75% or more
(629) 370-3487
legacy.fusion@zenithcapital.com
in linkedin.com/in/quantum-legacy
R
RONALD M ROBINS
Founder
- CRD
- #2294445
- Ownership
- Less than 5%
(345) 759-8517
quantum.frontier@alphacapital.com
in linkedin.com/in/glacier-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
C
Connor Brett Abernathy
Financial Advisor
- CRD
- #7944242
(639) 955-9388
fusion.catalyst@signalcapital.com
in linkedin.com/in/fusion-insight
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,838,795 | $578,068 |
| Non-Discretionary | $18,173,685 | $9,086,843 |
| Total | $228,012,480 | $624,692 |
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Separately Managed Accounts
Total SMA Asset: $228,012,480
Public Funds:
29.9% Equity - Exchange:
21.1% Cash:
9.8% Other:
23.1% Municipal Bonds:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $836,980,641 | 29.9% |
| Equity - Exchange | $590,645,202 | 21.1% |
| Cash | $274,328,103 | 9.8% |
| Other | $646,630,529 | 23.1% |
| Municipal Bonds | $450,681,884 | 16.1% |
| Total | $2,799,266,359 | 100.0% |