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Beacon Pointe Advisors, LLC CRD 119290
$54.9B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-21 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Raleigh | NC | 01/2026 | Present |
| First Citizens Bank And Trust | Raleigh | NC | 08/2023 | 12/2025 |
| Vanilla | Salt Lake City | UT | 05/2022 | 07/2023 |
| First Citizens Bank And Trust | Raleigh | NC | 07/2018 | 05/2022 |
| Fidelity Charitable | Durham | NC | 01/2017 | 06/2018 |
| Hemphill Gelder Pc | Raleigh | NC | 09/2014 | 01/2017 |
Campbell University, Raleigh, NC. Not investment-related. Adjunct Professor; Start Date 07/2022; 10 HRS/MO, During trading hours: 0 HRS/MO. Teaching in a graduate business program.
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