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Corbyn John Munson

Beacon Pointe Advisors, LLC

Newport Beach, CA

Indianapolis, IN

CRD 8141014

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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
IN RA APPROVED 2026-06-18
  • IN RA
    APPROVED
    Since 2026-06-18

Branch Locations

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

8900 Keystone Crossing, Suite 610, Indianapolis, IN 46240 • 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
Foguth Financial Group Brighton MI 04/2024 04/2026
Central Michigan University Mount Pleasant MI 06/2018 04/2024
Chelsea High School Chelsea MI 06/2016 06/2018
Beacon Pointe Advisors, Llc Indianapolis IN 04/2026 Present
Pohlcat Golf Course Mount Pleasant MI 04/2021 08/2022
  • 04/2024 → 04/2026
    Foguth Financial Group
    Brighton, MI
  • 06/2018 → 04/2024
    Central Michigan University
    Mount Pleasant, MI
  • 06/2016 → 06/2018
    Chelsea High School
    Chelsea, MI
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Indianapolis, IN
  • 04/2021 → 08/2022
    Pohlcat Golf Course
    Mount Pleasant, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17
Other Names
  • Corbyn Munson

View on SEC IAPD

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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