CRD: 132987
Beacon Financial Strategies Corp.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2005
- Office Locations
- 1
Office Locations
About Beacon Financial Strategies Corp.
Beacon Financial Strategies is a Raleigh, NC fiduciary advisory firm focused on tax-centered financial planning and investment guidance for individuals navigating life transitions, from mid-career through retirement. The team integrates tax, planning, and portfolio decisions with a long-term focus, using diversified asset-allocation approaches (including mutual funds and ETFs) and custodying with Charles Schwab.
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Owner & Executives
ERIN PRICE CAMPBELL
Certified Financial Planner, VICE PRESIDENT
- CRD
- #4257764
- Ownership
- 50% but less than 75%
NATHAN ROSS HYMILLER III
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2392438
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEPHANIE C murray
Operations Manager
- CRD
- #5868363
DAVID SCOTT TRETTEL
Associate Financial Consultant
- CRD
- #6432359
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,754,464 | $538,022 |
| Non-Discretionary | $8,679,620 | $8,679,620 |
| Total | $309,434,084 | $552,561 |
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Separately Managed Accounts
Total SMA Asset: $309,434,084
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,511,988 | 14.0% |
| Equity - Exchange | $1,034,837,698 | 19.0% |
| Cash | $2,069,675,396 | 38.0% |
| Corporate - Investment Grade | $1,579,489,118 | 29.0% |
| Total | $5,446,514,200 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON CAPITAL | ELEMENT GLACIER | W0HL2E6ZP | KKXY | 9.48% | $38,475,497 |
| HARBOR PRIME MOMENTUM | VERTEX VERTEX | 0X59OWKHH | KJKC | 5.67% | $69,256,040 |
| MOMENTUM HORIZON | ELEMENT OPTIMA | R2YJSMAEY | VUJND | 8.59% | $83,629,103 |
| FUSION HORIZON FOUNDATION | PEAK FOUNDATION | PZ66EGWVG | VPBJ | 11.28% | $40,865,721 |
| OAK OPTIMA | DELTA CATALYST | L1LU136HB | RVRZ | 12.06% | $34,239,001 |
| VECTOR GLACIER MOMENTUM | MATRIX SIGNAL | 5Y92DRVPH | SSHRQ | 10.53% | $60,708,631 |
| PEAK VECTOR | RADIAL SUMMIT | QC4E3BMQI | MRSH | 9.79% | $28,601,275 |
| CAPITAL LEGACY CREST | ATLAS FOUNDATION | F580DXEN5 | BJNMC | 3.00% | $66,077,603 |