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BEACON POINTE ADVISORS, LLC
CRD 119290File 801-60943
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$54.87B
Top 10% of cohort (national)
Discretionary AUM
$50.54B
Non-discretionary $4.33B
Clients
29,929
29,892 accounts
Employees
780
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 20, 2002
- Principal office
- 24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone
- 949-718-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.87B
- Discretionary AUM
- $50.54B
- Non-discretionary AUM
- $4.33B
- Discretionary accounts
- 29,800
- Non-discretionary accounts
- 92
- Total accounts
- 29,892
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 135 | $309.3M |
| Insurance companies | 8 | $595.3M |
| Investment companies | 1 | $984.1M |
| Charitable organizations | 156 | $3.36B |
| High net worth individuals | 11,482 | $43.05B |
| Pooled investment vehicles | 7 | $109.8M |
| Banking or thrift institutions | Fewer than 5 | $8.5M |
| Pension and profit sharing plans | 55 | $357.1M |
| State or municipal government entities | Fewer than 5 | $12.4M |
| Individuals (other than high net worth individuals) | 18,083 | $6.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.