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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 51 | increased by5 |
| Apr 1, 2026 | Clients | 2,889 | 2,939 | increased by50 |
| Apr 1, 2026 | AUM | $4,352,787,884 | $4,442,205,744 | increased by$89,417,860 |
| Apr 1, 2026 | Accounts | 2,889 | 2,939 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 46 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,442 | 2,889 | increased by447 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,093,000,000 | $4,352,787,884 | increased by$259,787,884 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,442 | 2,889 | increased by447 |
| Apr 1, 2022 | Clients | 2,424 | 2,442 | increased by18 |
| Apr 1, 2022 | AUM | $3,705,000,000 | $4,093,000,000 | increased by$388,000,000 |
| Apr 1, 2022 | Accounts | 2,448 | 2,442 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON TRUST” may also match similarly-named firms). Confirm identity against each filing.
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.