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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusFocus element +more
- Established Date
- 01-01-2011
- Office Locations
- 7
Office Locations
About Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants is a Roanoke, VA-based advisory firm providing Christian, values-aligned financial planning and investment management. The team builds personalized plans and biblically guided portfolios, commonly implemented with ETFs and mutual funds. Founded to help clients invest in line with their faith values, it brings 25 years of experience in faith-based investing and supports custody through platforms such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD STEPHEN LAYMON JR
Chief Executive Officer
- CRD
- #2613493
- Ownership
- 75% or more
CASSANDRA C. LAYMON
Director of Institutional Sales, Owner, President
- CRD
- #5387693
- Ownership
- 10% but less than 25%
Capital summit
Wave harbor north
- CRD
- #29932
- Ownership
- 26.5%
Showing 2 of 5 owners & executives
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DAVID WALKER BLACK
Wealth Advisor
- CRD
- #7509312
Chase Cavanaugh
Investment Operations Associate
- CRD
- #7504171
Pathway summit
Eagle wave radial
- CRD
- #29399
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,261,194 | $244,518 |
| Non-Discretionary | $0 | -- |
| Total | $278,261,194 | $244,518 |
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Separately Managed Accounts
Total SMA Asset: $278,261,194
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,234,230 | 12.7% |
| Equity - Exchange | $1,458,616,999 | 32.6% |
| Cash | $2,447,434,045 | 54.7% |
| Total | $4,474,285,274 | 100.0% |