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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-1994
- Office Locations
- 2
Office Locations
About Beacon Investment Advisers, LLC
Beacon Investment Advisers, LLC is a Northampton-based RIA with 2 offices. The firm has been operating for 32 years. Managing $14.7M in total assets under management, They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 64.0% is discretionary and 36.0% is non-discretionary.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on March 29, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Beacon Investment Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANCIS EDWARD COLLINS
--
- CRD
- --
- Ownership
- 10% but less than 25%
JEREMY GIERE COLLINS
Financial Consultant, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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FRANCIS EDWARD COLLINS
--
- CRD
- #4942757
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,437,082 | -- |
| Non-Discretionary | $5,311,553 | -- |
| Total | $14,748,635 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Beacon Investment Advisers, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.