SEC Form ADV

BEACON TRUST

Firm profile: Beacon Trust — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ

$4.4B

Assets Under Management

Employees

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Registration Details

Accession: crd-226547
Location: MORRISTOWN, NJ
Filing Date: July 27, 2026
AUM: $4.4B
Institutional Clients: 54
Employees: 51
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksInvestment CompaniesPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

BEACON TRUST is a registered investment adviser headquartered in MORRISTOWN, NJ, managing approximately $4.4B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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