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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2015
- Office Locations
- 4
Office Locations
About Beacon Trust
Beacon Trust is a wealth management firm delivering integrated financial planning, portfolio management, and client service with a flexible, goals-based approach across life stages. The team pairs holistic planning with in-house investment research and regular market outlooks led by its CIO and Head of Investment Strategy. Portfolios are implemented largely with ETFs and diversified public funds across equities and fixed income, with custody commonly at Schwab.
Reported data analysis
What the numbers show
Between March 29, 2025 and March 30, 2026, reported AUM increased 2.1%, from $4.4B to $4.4B.
Across 5 reported observations, AUM increased 8.5% between October 18, 2022 and March 30, 2026, from $4.1B to $4.4B.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 43 advisory representatives and 2,939 clients, or 68.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 4 reported office locations and 11 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Beacon Trust record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENNETT ALLEN MACDOUGALL
General Counsel, Vice President
- CRD
- --
- Ownership
- Less than 5%
TOM MATHEW
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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DIANE LIU ALLARD
Certified Financial Planner
- CRD
- #2582880
JASON BENNETT APUZZIO
Senior Vice President, Wealth Advisor
- CRD
- #4926887
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,256,850,943 | $1,506,850 |
| Non-Discretionary | $185,354,801 | $1,625,919 |
| Total | $4,442,205,744 | $1,511,468 |
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Separately Managed Accounts
SMA allocation detail is available
Beacon Trust has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beacon Trust's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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