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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-1993
- Office Locations
- 1
Office Locations
About Beacon Financial Advisors LTD
Beacon Financial Advisors, Ltd. is an independent, fiduciary wealth management boutique in Houston offering integrated financial planning, investment management, estate consulting, and retirement income distribution strategies. The firm personally manages client portfolios with an emphasis on consistent growth and reduced volatility. Works with individuals and families including business owners and physicians, with securities offered through Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSHUA JOHN HEBERT
Chief Compliance Officer, Principal
- CRD
- #6035381
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARCEL JOHN HEBERT
Advisor
- CRD
- #1273413
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,635,158 | $603,371 |
| Non-Discretionary | $4,277,725 | $611,104 |
| Total | $296,912,883 | $603,481 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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