Beacon Trust is an SEC registered investment adviser organized as a corporation with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $4.4B in regulatory assets under management, 51 employees, 4 offices, and 2,939 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.3% of total clients.
Top client categories% of clientsClients
1
HNWI
68.3%
2,007
2
Individuals
28.0%
823
3
Corporations
1.9%
55
4
Charitable
1.4%
41
5
Pension Plans
0.3%
10
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 30, 2026
Discretionary95.8%
$4.3B
96% of total RAUM95.8%
Non-discretionary4.2%
$185M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.4B
Total Accounts2,939
10Y AUM Change+$3.2B (+271.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee58:1
10Y Employee Change+24 (+88.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.