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Multi-Family OfficeRIA · CRD 339717State-Registered Investment Adviser

Updated:

Beacon Freedom Advisory

Beacon Freedom Advisory is a multi family office based in Houston; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Overview

Beacon Freedom Advisory, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, TX, United States

Principals

John A. Williams

Managing Member

Michael D. Hurley

Managing Member

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & RenewablesHedge Funds

Frequently asked questions

Who runs investment decisions at Beacon Freedom Advisory?

Investment decisions are made by co-managing members John A. Williams and Michael D. Hurley, per Texas Secretary of State filings. The firm has not disclosed a formal investment committee structure or CIO position.

What investment strategies does Beacon Freedom Advisory typically target?

Public filings indicate allocations to private credit, real estate, infrastructure, energy transition and renewables, and hedge funds. The firm does not disclose a target stage or minimum allocation size.

Does Beacon Freedom Advisory participate in fund commitments or only direct deals?

The available regulatory filings do not specify a preference between fund commitments and direct deals. A hybrid approach is common for firms in this regulatory registration category.

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