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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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HB

Herbert G. Boyd

BEACON ADVISORS
AUSTIN, TX 78759
Some features on this profile are disabled
CRD#: 2095185
HB

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.
The advisor shows no other business activity.

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

BD
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

BD
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

BD
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.

BD
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

BD
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.

BD
CRD#: 18718
NEW YORK, NY
Past

March 13, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

December 13, 2000 - March 9, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

November 12, 1990 - December 6, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

November 12, 1990 - December 6, 1994

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BEACON ADVISORS
BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925

RIA
Registered Investment Advisory firm - (6/4/2025 Approved)

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/12/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/1990
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BA
BEACON ADVISORS
BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925

RIA
Registered Investment Advisory firm - (6/4/2025 Approved)
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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
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts117
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.

Company Information

BEACON ADVISORS

CRD#: 335101Austin, TX 78759

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