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BEACON TRUST
Legal name: BEACON INVESTMENT ADVISORY SERVICES, INC.
CRD 226547File 801-96256
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.44B
Top 25% of cohort (national)
Discretionary AUM
$4.26B
Non-discretionary $185.4M
Clients
2,939
2,939 accounts
Employees
51
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 1, 2015
- Principal office
- 163 MADISON AVENUE, MORRISTOWN, NJ, 07960
- Phone
- 973-377-8090
- Website
- HTTP://WWW.BEACONTRUST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.44B
- Discretionary AUM
- $4.26B
- Non-discretionary AUM
- $185.4M
- Discretionary accounts
- 2,825
- Non-discretionary accounts
- 114
- Total accounts
- 2,939
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $214.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 3 | $2.5M |
| Charitable organizations | 41 | $40.8M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 2,007 | $3.24B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 10 | $46.5M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 823 | $893.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.