Wealth manager, bank-affiliated · Morristown, NJ
Beacon Trust
Beacon Investment Advisory Services, Inc. · SEC-registered investment adviser · CRD 226547 · SEC 801-96256
At a glance
Beacon Trust is an SEC-registered investment adviser based in Morristown, New Jersey, with $4.4 billion in regulatory assets under management as of its Form ADV filed July 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 2,830 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 377th of 8,915 wealth managers and 2,274th of 17,210 SEC-registered advisers by assets.
Main office 973-377-8090beacontrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.4B
- Rank among wealth managers
- #377 of 8,915
- Rank among all SEC RIAs
- #2,274 of 17,210
- Rank in New Jersey
- #44 of 392
- Individual clients
- 2,830
- High-net-worth clients
- 2,007
- Accounts
- 2,939
- Discretionary
- 96% of AUM
- Employees
- 51
- Advisory staff
- 43
- Offices
- 5
Owners and executives on its Form ADV
- Bennett A. MacdougallGeneral Counsel
- Tom N. MathewChief Compliance Officer
- Brian McGannExec Managing DIR Invest Strategy
- Annamaria VitelliPresident
Custody and brokerage
Custodian
Beacon Trust’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,007 | $3.2B | 73% |
| Individuals | 823 | $894M | 20% |
| Corporations or other businesses | 55 | $214M | 5% |
| Pension and profit sharing plans | 10 | $46M | 1% |
| Charitable organizations | 41 | $41M | <1% |
| Investment companies | 3 | $2M | <1% |
Disciplinary disclosures
Beacon Trust reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗beacontrust.com ↗
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The full record on Beacon Trust
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 918 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Beacon Trust manage?
Beacon Trust reports $4.4 billion in regulatory assets under management across 2,939 accounts, 96% of it on a discretionary basis, on its Form ADV filed July 27, 2026.
What kind of firm is Beacon Trust?
Beacon Trust is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Beacon Trust’s clients?
By assets, its largest client types are high-net-worth individuals ($3.2 billion, 2,007 clients); individuals ($894 million, 823 clients); corporations or other businesses ($214 million, 55 clients).
Does Beacon Trust have any disciplinary history?
Beacon Trust reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Beacon Trust’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →