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- Custodian
- Interactive Brokers · Jackson National Life · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Ridge harborEmber +more
- Established Date
- 06-23-2004
- Office Locations
- 1
Office Locations
About Beacon Rock Wealth Advisors
Beacon Rock Wealth Advisors is an owner-led Camas, WA RIA providing ongoing financial planning and investment management for individuals, families, and business owners, including estate and retirement planning. Portfolios are built around risk tolerance with a tax-aware approach aimed at consistent, purchasing-power-preserving returns, often using public funds and ETFs; the practice uses Envestnet.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM CHRISTOPHER ROLLER
Chief Compliance Officer, Chief Executive Officer, President, Wealth Advisor
- CRD
- #2474343
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,821,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,821,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,821,600
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $787,561,433 | 15.6% |
| Equity - Exchange | $383,683,775 | 7.6% |
| Cash | $954,160,967 | 18.9% |
| U.S. Government/Agency | $1,822,497,932 | 36.1% |
| Corporate - Investment Grade | $1,100,566,618 | 21.8% |
| Total | $5,048,470,725 | 100.0% |