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Craig Bernard Keller

Beacon Pointe Advisors, LLC

Larkspur, CA

Newport Beach, CA

CRD 4803363

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-22
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-22

Branch Locations

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Litman Gregory Wealth Management Larkspur CA 01/2003 02/2026
Beacon Pointe Advisors, Llc Larkspur CA 01/2026 Present
Previous Registrations
  • 2010-10-26 → 2026-02-26
    Litman Gregory Wealth Management, Llc
    Paris
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH

Nearby Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA

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