Christina O'Bryan
Beacon Asset Management · Owensboro, Kentucky
Christina O'Bryan is a fee-only financial advisor at Beacon Asset Management in Owensboro, Kentucky, who holds the CFP credential. Christina focuses on tax planning and estate & legacy planning. Beacon Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Beacon Asset Management |
|---|---|
| Based in | Owensboro, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 2134919 |
| Exams passed | Series 63 (1991) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.beaconassetmanagement.com |
| Profile |
How Christina's firm compares
- Beacon Asset Management's average account is about $159,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Christina
Is Christina O'Bryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Beacon Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christina charge for financial advice?
Christina's firm, Beacon Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christina O'Bryan based?
Christina O'Bryan is based in Owensboro, Kentucky.
What does Christina specialize in?
Christina's specialties include tax planning and estate & legacy planning.
What credentials does Christina O'Bryan hold?
Christina O'Bryan holds the CFP credential.
Is Christina O'Bryan registered with the SEC?
Yes. Christina O'Bryan is registered as an investment adviser representative in KY and TX (CRD 2134919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Asset Management manage?
Beacon Asset Management reports $36.0M across 226 accounts in assets under management.
How do I contact Christina O'Bryan?
Through Christina's website, www.beaconassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Beacon Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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