Beacon Investment Advisors

What Beacon Investment Advisors does

Beacon Investment Advisors LLC is an independent, fee-only Registered Investment Advisor founded in 2007 by Cornell P. Abod, a licensed CPA, and headquartered at 7 Brookes Avenue, Gaithersburg, Maryland. The firm provides discretionary and non-discretionary investment advisory services to three named client segments: individuals and families, business owners, and trustees of pension and retirement plans. Engagements require a $250,000 account minimum, and the firm declines to advertise, cold-call, or broadly market its services, instead growing via referrals and onboarding a deliberately limited number of new clients per year.

The firm generates revenue through asset-based advisory fees billed quarterly, retaining the fee-only model that aligns compensation with client AUM rather than transactions or commissions. Asset custody, trade execution, and back-office operations are outsourced to Fidelity Investments, the firm's stated custodian. The investment process is described as in-house fundamental analysis applied to a diversified, buy-and-hold portfolio — there is no proprietary technology platform, mobile app, client portal beyond the custodian's standard tools, or API surface associated with the firm.

Beacon operates at small scale, with a stated headcount of 1–10 employees, implying a principal-led practice. The only material capital deployment disclosed outside client portfolios is a roughly $493,000 equity stake in Solstice Advanced Materials (NASDAQ:SOLS) reported for Q4 2024 on institutional holdings data dated 2026-03-31. No funding rounds, acquisitions, leadership changes, product launches, or geographic expansions are disclosed in the available sources.

Name

Beacon Investment Advisors

Legal name

Beacon Investment Advisors LLC

Website

https://beaconadvisors.net

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Beacon Investment Advisors is a fee-only, independent Registered Investment Advisor in Gaithersburg, Maryland, serving high-net-worth individuals, business owners, and pension/retirement plan trustees under a $250,000 account minimum with custody at Fidelity Investments.

Ownership category

akta.pro rank

Headquarters

HQ city

Gaithersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel

Revenue model

1. Asset-Based Advisory Fees: Compensation consists solely of asset-based fees received for asset management services. The firm does not act as brokers, investment bankers, underwriters, or insurance agents, eliminating traditional commissions and aligning firm interests with clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Beacon Investment Advisors LLC is an independent, fee-only registered investment advisor that provides discretionary portfolio management and financial planning services. The firm manages portfolios of stocks, bonds, mutual funds, and other securities for individuals, families, business owners, and pension/retirement plan trustees, with compensation based solely on asset-based advisory fees.

Product overview

Beacon Investment Advisors LLC is a fee-only, independent investment advisory firm providing discretionary portfolio management and financial planning services to individuals, families, business owners, and pension/retirement plan trustees. The firm manages portfolios of stocks, bonds, mutual funds, and other securities on a discretionary basis. Services are structured as a single unified advisory offering rather than a modular product platform, with compensation based solely on assets under management. Account minimum is $250,000.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Fidelity InvestmentscoreOthersFidelity Investments serves as the custodian of client accounts. All client investments are housed with Fidelity, one of the world's largest mutual fund and brokerage firms. The firm recommends that all clients establish their accounts with Fidelity Investments.

Recent moves4 records

Expansion highlights1 record

Direct peers

• Mercer Advisors: Fee-only RIA offering discretionary portfolio management and financial planning. Comparable service offering and client base; representative of the scaling boutique RIA that Beacon could become through acquisition or partnership.
• Hightower Advisors: RIA platform serving HNW clients via partner firms. Provides Beacon a potential partnership / acquisition template, with overlapping fee-only fiduciary model and discretionary portfolio management.
• Savant Wealth Management: Fee-only RIA providing portfolio management, financial planning, and tax services to HNW individuals and small institutions. Closely comparable in scale trajectory, fee-only model, and integrated tax+investment capability.
• Mariner Wealth Advisors: RIA consolidator offering portfolio management, financial planning, and tax services. Comparable service mix and HNW client focus; Beacon is the type of boutique firm Mariner actively acquires as a tuck-in.
• Creative Planning: Fee-only RIA offering discretionary portfolio management, financial planning, and tax services to HNW individuals. Most directly comparable to Beacon in business model, service mix, and fee structure, though much larger and multi-office.

Broad incumbents

• Fisher Investments: Large fee-only RIA managing tens of billions in assets for HNW individuals and institutions. Comparable as a discretionary, fee-only portfolio manager serving similar client segments, though materially larger in scale.
• Edelman Financial Engines: Large fee-only RIA serving HNW individuals with portfolio management and financial planning. Comparable fee-only fiduciary positioning with overlapping client profile, though operating at materially greater scale.
• Carson Group: Wealth management firm serving advisors and HNW clients with portfolio management and financial planning. Comparable service set and target market; relevant as both competitor and potential consolidator.
• Focus Financial Partners: RIA aggregator and consolidator. Beacon is the archetype of the small fee-only fiduciary firm Focus acquires, with overlapping client segment and service offering.
• Charles Schwab Wealth Advisory: Schwab's in-house wealth advisory service. Represents the low-fee, technology-enabled competitor that pressures fee economics for boutique RIAs like Beacon, and shares the Fidelity custodian relationship model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beacon Investment Advisors