Investment adviser representative · Hollencrest Capital Management
Rachel J. Beier
CRD 8156431 · Newport Beach, CA
At a glance
Rachel J. Beier is an investment adviser representative with Hollencrest Capital Management in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Hollencrest Capital ManagementSince December 2025Newport Beach, CA · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rachel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.