RIA Intel›Advisers›Texas›BEACON BAY ASSET MANAGEMENT LLC

BEACON BAY ASSET MANAGEMENT LLC

Advisory

TX

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in TX

#1,942

of 2,813 advisers by AUM

Average account

$481K

across 68 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

The full client-type breakdown and the share of AUM each category represents.

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