DISCLOSURE
This Website, www.beacon-adv.com (this “Website”), is owned and operated by Beacon Advisors Holdings, LLC (Beacon Advisors). Beacon Advisors offers investment advisory services and is Registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only.
Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Beacon Advisors as of the date hereof, which are subject to change without notice at any time. Beacon Advisors does not represent that any opinion or projection will be realized. Neither Beacon Advisors nor any of its advisors, officers, directors or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisors before entering into any advisory contract.
Form ADV Brochure and Brochure Statement
This disclosure brochure provides information about the qualifications and business practices of Beacon Advisors Holdings, LLC (also referred to as we, us and Beacon Advisors Holdings throughout this disclosure brochure). If you have any questions about the contents of this disclosure brochure, please contact Gaylon Boyd at 512-612-4884 or gaylon@beacon-adv.com. The information in this disclosure brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Customer Relationship Summary – ADV Part III
Beacon Advisors Holdings, LLC (“Beacon Advisors Holdings” or “we”) is an investment adviser registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a broker-dealer, and that it is important to understand the difference between the two. Free and simple tools are available to research firms and financial professional at https://www.investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers and investing.