CRD: 148463
Beacon Hill Investment Advisory, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2008
- Office Locations
- 1
Office Locations
About Beacon Hill Investment Advisory, LLC
Beacon Hill Investment Advisory is a boutique, fee-only wealth management firm (founded 2008) providing investment management and financial planning for families and business owners, including employer retirement plan design and family wealth services. Portfolios commonly use ETFs and mutual funds, with custody support including Schwab. The firm emphasizes transparent, incentive-free advice and ongoing client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLINT JAMES EDGINGTON
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #5598387
- Ownership
- 50% but less than 75%
MARK ALLEN FISSEL
Certified Financial Planner, PARTNER
- CRD
- #5598397
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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WILLIAM BRIAN SHORTHILL
Owner
- CRD
- #2709097
Anne Kathryn Zavaglia
CFP®
- CRD
- #7037505
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,684,675 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,684,675 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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