Beacon Advisors Holdings, LLC
● SEC registered since 2025CRD 335101SEC# 801-132925Austin, TX
Reg. AUM
$459.6M
Employees
4
Accounts
222
Location
Austin, TX
Beacon Advisors Holdings, LLC assets under management
Beacon Advisors Holdings, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2025. It reports $459.6 million in regulatory assets under management and employs 4 people.
Beacon Advisors Holdings, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey J Soza Control | Chief Compliance Officer | Under 5% | 2025 |
| Campfire 4, LLC | Owner | 25-50% | 2025 |
| Gb-Gmrm, LLC | Owner | 25-50% | 2025 |
| Herbert Gaylon Boyd Control | Founding Partner | 25-50% | 2025 |
| Jmias Holdings, LLC | Owner | 25-50% | 2025 |
| Juan Ignacio Creixell Control | Chief Investment Officer | 25-50% | 2025 |
| Michele Camp Control | Chief Financial Officer | 25-50% | 2025 |
| Herbert Gaylon Boyd Control | Manager | — | 2025 |
| Juan Ignacio Creixell Control | Manager | — | 2025 |
| Michele Camp Control | Manager | — | 2025 |
Frequently asked questions
How much does Beacon Advisors Holdings, LLC manage?
Beacon Advisors Holdings, LLC reports $459.6 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Advisors Holdings, LLC have?
Beacon Advisors Holdings, LLC reports 4 employees.
Where is Beacon Advisors Holdings, LLC located?
Beacon Advisors Holdings, LLC is based in Austin, TX and has been SEC-registered since 2025.
Does Beacon Advisors Holdings, LLC disclose fund performance?
Beacon Advisors Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9011 Mountain Ridge Dr., Suite 200, Austin, TX 78759 |
| Phone | 512-612-4884 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$459.6M▲ 79%
Sep '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$459.6Mregulatory AUM
Discretionary $409MNon-discretionary $50.6M