Investment adviser · CRD 226547

BEACON TRUST

Investment adviser filing (IA)

BEACON INVESTMENT ADVISORY SERVICES, INC.

MORRISTOWN, NJ, United States · Form ADV filed Jul 27, 2026

Regulatory AUM: $4.44B
Client accounts: 2,939
Employees: 51
Advisory professionals: 43

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,007	$3,244,461,555	73.0%
Individuals	823	$893,644,753	20.1%
Corporations & businesses	55	$214,353,239	4.8%
Retirement plans	10	$46,474,421	1.0%
Charities	41	$40,821,608	0.9%
Investment companies	3	$2,450,168	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2122185 · Jul 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

163 MADISON AVENUE
MORRISTOWN, NJ, 07960, United States

CRD 226547

Filing source

Form ADV 2122185 · Jul 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.