# BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 119290
- Type: SEC-registered investment adviser
- SEC file number: 801-60943
- Location: 24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone: 949-718-1600
- Latest filing: 2026-07-13
- Regulatory AUM: $54.9B
- Discretionary AUM: $50.5B
- Non-discretionary AUM: $4.3B
- Clients: 780
- Accounts: 29,892

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Shannon Elizabeth Eusey | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Michael Gaffney Dow | CHIEF INVESTMENT OFFICER | — |
| Matthew Baird Cooper | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| John Raymond Gray | CHIEF ACCOUNTING OFFICER | — |
| Commie Stevens | CHIEF PRACTICE OFFICER | — |
| Karisa Jade Diephouse | CHIEF OPERATING OFFICER | — |
| Janet Judith Hathaway | GENERAL COUNSEL | — |
| Jon Colin Frojen | CHIEF FINANCIAL OFFICER | — |
| Shannon Flint Eusey | CHAIRMAN | — |
| Catherine Grace Prentice | INTERIM CHIEF COMPLIANCE OFFICER | — |
| EUSEY SHANNON E | OWNER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| FLINT GARTH KEVIN | CHAIRMAN; CHIEF EXECUTIVE OFFICER; MEMBER (+2 more) | — |
| ROSING MOLLIE F | CHIEF FINANCIAL OFFICER | — |
| COOPER MATTHEW BAIRD | MANAGING DIRECTOR; PARTNER; PRESIDENT | — |
| ALLISON DOUGLAS THEODORE | MANAGING DIRECTOR | — |
| LIN FELIX T | MANAGING DIRECTOR | — |
| PECK DIANE MARILYN | CHIEF FINANCIAL OFFICER | — |
| MOORE JAMES EKBLOM | CHAIRMAN; CHIEF EXECUTIVE OFFICER; VICE CHAIRMAN | — |
| EUSEY SHANNON ELIZABETH | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER (+1 more) | — |
| EUSEY SHANNON FLINT | OWNER; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| FLINT CLAUDIA ANN | TRUSTEE | — |
| EUSEY RICHARD EDWARD | THE RICHARD AND SHANNON EUSEY TRUST; TRUSTEE | — |
| DOW MICHAEL GAFFNEY | CHIEF INVESTMENT OFFICER | — |
| LATIMER MARK JAMES | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| ROSING MOLLIE FLINT | CHIEF FINANCIAL OFFICER; DIRECTOR OF HUMAN RESOURCES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119290/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119290/similar
- Related entities: https://search.stillhousedata.com/firm/119290/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119290

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.