Cole Howard Helton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2020
  Student
  Austin, TX
• 08/2020 → 12/2021
  Texas Tech University
  Waco, TX
• 01/2022 → 05/2023
  Mclennan Community College
  Waco, TX
• 08/2023 → 05/2025
  Baylor University
  Waco, TX
• 08/2023 → 05/2024
  Warrior Way
  Waco, TX
• 09/2024 → 08/2025
  The New Amsterdam Group
  Waco, TX
• 01/2024 → 05/2025
  Baylor University
  Waco, TX
• 09/2025 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-03