BeaconsStrategic Capital
BeaconsStrategic Capital
Beacons Strategic Capital exists to make oversight a working part of how a capital firm operates, not a quarterly scramble. We build one thing, Meridian, and we build it for firms that have outgrown hand-built supervision.
Multi-custodian advisory and broker-dealer firms with hundreds of professionals, where the obligation to every client is real and the tooling to prove it has not kept pace.
Where suitability and Reg BI documentation can no longer be assembled by hand without gaps.
Where Fidelity, Schwab, BNY and LPL each tell part of the story and none tell all of it.
Where every account, not just the largest, has to be served and the firm has to be able to show it.
The firm's records belong to the firm. Meridian reconciles every custodian into one view the firm controls, with full lineage and unlimited retention.
Documentation that the advice fit the client should be a byproduct of the work, written as it happens, not reconstructed before an exam.
Operational and fiduciary risk is cheapest to handle while it is still small. Oversight runs ahead of the calendar, not after the fact.
A system only protects the firm if the team opens it. Meridian surfaces what matters first, so adoption is by design.
Meridian sits on the firm's most sensitive records. The controls around it are designed accordingly.
A confidential briefing is a working conversation with the team behind Meridian, mapped to your firm, not a sales call.