Beacon Wealthcare is an investment advisor in Raleigh with $199.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853807023
SEC advisor number
801-120334
FINRA CRD number
312556
AUM ?
$199.47 mm
(as of 30 Jun 23)
Accounts
847
(as of 30 Jun 23)
Employees
6
(3 investment advisory or research)
Office hours
Monday - Friday, 8 AM TO 5 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Korver, Jared, B | Member, Owner | 01/2021 | 25-50% |
Hall, Geoffrey, Allan | Member, Owner | 01/2021 | 25-50% |
Smith, Ryan, Thomas | Member, Owner | 01/2021 | 25-50% |
Hall, Patricia, Ann | Chief Compliance Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22