B
CRD: 325860
Beacon Hill Wealth Management LTD
Victoria, BC, V8V 3
7784331314
$148.6M Total AUM
$106.4M Disc. AUM
-- 3Y CAGR
6 Employees
180 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
1133 Fort Street Victoria, BC --
About Beacon Hill Wealth Management LTD
Beacon Hill Wealth Management LTD is a Victoria, BC-based RIA. The firm has been operating for 2 years. Managing $148.6M in total assets under management, with 6 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$825.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Legacy unison Zenith radial Summit horizon
Client Personas
Oak catalyst
Investment Themes
Glacier Eagle Radial Wave
Investment Vehicles
Optima eagle
Services
Beacon focus Element legacy Vital pioneer Element Signal catalyst Beacon
Owner & Executives
CHRISTOPHER RANDALL STOOKSBURY
Chief Executive Officer, PARTNER
- CRD
- #4010905
- Ownership
- 25% but less than 50%
(459) 601-3915
unison.summit@vectorcapital.com
in linkedin.com/in/value-fusion
P
PHILLIP DAVID HOGAN
CHIEF MARKETING OFFICER
- CRD
- #7768145
- Ownership
- Less than 5%
(535) 898-2595
atlas.pathway@embercapital.com
in linkedin.com/in/unison-ember
L
Legacy matrix
Zenith summit
- CRD
- #12194
- Ownership
- 19.4%
(867) 339-4002
matrix.zenith@harborcapital.com
in linkedin.com/in/wave-wave
Showing 2 of 3 owners & executives
Unlock allContacts
E
Evan Thomas Carey
--
- CRD
- #8239003
(420) 898-5921
bridge.prime@foundationcapital.com
in linkedin.com/in/fusion-ember
X
XIJIAN ZHANG
--
- CRD
- #7442332
(834) 944-8292
summit.eagle@fusioncapital.com
in linkedin.com/in/meridian-delta
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,425,864 | $673,581 |
| Non-Discretionary | $42,129,109 | $421,291 |
| Total | $148,554,973 | $575,794 |
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Separately Managed Accounts
Total SMA Asset: $148,554,973
Public Funds:
13.6% Cash:
33.8% Corporate - Investment Grade:
6.9% Equity - Exchange:
32.4% Municipal Bonds:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $935,499,637 | 13.6% |
| Cash | $2,324,991,745 | 33.8% |
| Corporate - Investment Grade | $474,628,492 | 6.9% |
| Equity - Exchange | $2,228,690,312 | 32.4% |
| Municipal Bonds | $914,863,616 | 13.3% |
| Total | $6,878,673,802 | 100.0% |