This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing