MC
Michele Camp
BEACON ADVISORS
AUSTIN, TX 78759
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CRD#: 4999989
MC
Professional summary
Michele Camp is a registered financial advisor currently at BEACON ADVISORS located in Austin, Texas.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michele has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Christian Assistance Ministry; Investment related; 110 San Antonio, TX; CAM provides services for vulnerable and at risk populations; Vice President; Start Date: 02-Apr-2019; Approximate # of hours a month, 2 per quarter; Approximate # of hours during securities trading hours: 2 per quarter; Board of Directors, serve on the finance committee. 2) Insurance agent; Various carriers; Active license; Not actively selling insurance; Less than 1% of time spent each month 3) Founder's Council; non investment related; 8715 W. Military Dr., San Antonio, TX 78227; Support Texas Biomed scientists in their research; Board Member; Start Date 01/2017; Number of hours during securities trading hours: 1 hour/month; solicit corporate sponsors to sponsor all of our events throughout the year 4) Texas Business Hall of Fame; non investment related;675 Bering Drive, Suite 200, Houston, Texas 77057; honors outstanding Texas business leaders and their contributions to their community and state, and to perpetuate and inspire the values of entrepreneurial spirit, personal integrity, and community leadership in all generations of Texans; Board Member; Start date 12/2023; Number of hours during securities trading hours: 1 hour/month; Interview potential scholarship recipients and promote the annual induction dinner
CRS (Client Relationship Summary) - RIA
Click below to view Michele Camp's 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®
NoneExperience
Current
September 16, 2025 - Present
BEACON ADVISORS
Office #1: 9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759RIA
CRD#: 335101
AUSTIN, TX
Past
June 29, 2022 - September 16, 2025
CUSTOS FAMILY OFFICE LLC
RIA
CRD#: 294025
SAN ANTONIO, TX
Past
February 4, 2015 - May 15, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
San Antonio, TX
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
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BEACON ADVISORS
BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC
CRD#: 335101 / SEC#: 801-132925
RIA
Registered Investment Advisory firm - (6/4/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 256,729,051 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
