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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beacon Pointe Advisors have?","answer":"Beacon Pointe Advisors has 446 investment adviser representatives registered with state securities authorities, out of 780 employees, and 440 perform investment advisory functions. 4 are registered representatives of a broker-dealer and 166 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beacon Pointe Advisors invest in?","answer":"At the end of its last fiscal year, Beacon Pointe Advisors’ separately managed accounts held 48% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 7% pooled vehicles (private funds and similar), 5% cash and equivalents and 1% investment grade corporate bonds. 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