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James Cole Delucas

Beacon Pointe Advisors, LLC

Falls Church, VA

Newport Beach, CA

CRD 6657504

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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
VA RA APPROVED 2025-11-21
  • VA RA
    APPROVED
    Since 2025-11-21

Branch Locations

7651 Leesburg Pike, Falls Church, VA 22043 • 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
Yeske Buie Inc. Vienna VA 06/2018 02/2023
Yeske Buie Inc. Vienna VA 05/2017 08/2017
Virginia Tech Blacksburg VA 08/2014 05/2018
Hemington Wealth Management Falls Church VA 03/2023 11/2025
Beacon Pointe Advisors, Llc Falls Church VA 11/2025 Present
Previous Registrations
  • 2023-03-28 → 2025-12-18
    Hemington Wealth Management
    Falls Church, VA
  • 2021-01-06 → 2023-02-16
    Yeske Buie Inc.
    Vienna, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

INVESTMENT & RESOURCE PLANNING
ADVISORS FINANCIAL, INC.
WORLD INVESTMENT ADVISORS, LLC

Nearby Investors

DEBORAH MARY MARSON
SUSAN L WARREN
NABIH GEORGE NABTI

Nearby Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA

More in Falls Church, VA

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