Herbert G. Boyd

BEACON ADVISORS

AUSTIN, TX 78759

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CRD#: 2095185

Professional summary

Herbert Gaylon Boyd, CFP®, who also goes by H Gaylon Boyd, Herbert G Boyd, is a registered financial advisor currently at BEACON ADVISORS located in Austin, Texas.

Herbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Herbert has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

H Gaylon Boyd | Herbert G Boyd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Texas Notary Public. 3/1/2022 to Present. Not investment related. 5824 Terravista Dr., Austin, TX 78735. Duties include providing notary services to clients and prospects and upholding the notary guidelines and requirements for the State of Texas. Spend less than 5 hours per month on this activity. 2) One Chapel - Board Member. 10/27/2019 to Present. Not investment related. Duties include reviewing financial information on a monthly basis and giving advice on financial and other church-related matters. Spend 2-3 hours per month on this activity, none during normal trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herbert Gaylon Boyd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 16, 2025 - Present

BEACON ADVISORS

Office #1: 9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759

RIA

CRD#: 335101

AUSTIN, TX

Past

August 15, 2019 - September 16, 2025

CUSTOS FAMILY OFFICE LLC

RIA

CRD#: 294025

Austin, TX

Past

December 17, 2010 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

AUSTIN, TX

Past

December 17, 2010 - May 13, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

AUSTIN, TX

Past

February 22, 2010 - December 14, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

AUSTIN, TX

Past

February 22, 2010 - December 14, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

AUSTIN, TX

Past

May 13, 2009 - February 23, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUSTIN, TX

Past

February 4, 2008 - February 23, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AUSTIN, TX

Past

September 27, 2005 - March 9, 2007

HERNDON PLANT OAKLEY, LTD.

RIA

CRD#: 44971

LAKEWAY, TX

Past

September 27, 2005 - March 9, 2007

HERNDON PLANT OAKLEY, LTD.

CRD#: 44971

CORPUS CHRISTI, TX

Past

November 1, 2004 - June 29, 2005

KM CAPITAL MANAGEMENT, LTD.

RIA

CRD#: 132887

AUSTIN, TX

Past

June 17, 2004 - September 9, 2005

ELTEKON SECURITIES, LLC

CRD#: 111645

WEST LAKE HILLS, TX

Past

October 11, 2002 - December 31, 2004

FESTECAPITAL ADVISORS, LTD.

RIA

CRD#: 122121

AUSTIN, TX

Past

May 1, 2001 - August 9, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

March 13, 2001 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Past

December 13, 2000 - March 9, 2001

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

November 12, 1990 - December 6, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

November 12, 1990 - December 6, 1994

EQUITABLE ADVISORS, LLC

CRD#: 6627

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/12/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/9/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON ADVISORS

BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925

RIA

Registered Investment Advisory firm - (6/4/2025 120-Day Approval)

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Contact information

Main Address

9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759

Mailing Address

Phone number

(512) 612-4884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON ADVISORS HOLDINGS, LLC ADV PART 2A FIRM BROCHURE (9/25/2025)

BEACON ADVISORS HOLDINGS, LLC ADV PART 2 WRAP FEE BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	117
AUM (Assets Under Management)	$ 256,729,051

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Herbert G. Boyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herbert Gaylon Boyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSTOS FAMILY OFFICE LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HERNDON PLANT OAKLEY, LTD.

HERNDON PLANT OAKLEY, LTD.

KM CAPITAL MANAGEMENT, LTD.

ELTEKON SECURITIES, LLC

FESTECAPITAL ADVISORS, LTD.

J.P. MORGAN SECURITIES INC.

JPMSI

J.P. MORGAN SECURITIES INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2009

Series 63

Date: 11/10/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2000

Series 6

Date: 11/9/1990

Current Firm

BEACON ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON ADVISORS

TRUST BUT VERIFY

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