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BEACON FINANCIAL ADVISORS LTD
CRD 106164 · SEC 801-43463
1800 ST. JAMES PLACE, SUITE 101, HOUSTON, TX, 77056, United States
Phone
713-622-9981
Fax
713-622-5814
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.9M
Discretionary AUM
$292.6M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $21.2M |
| High net worth individuals | 53 | $275.7M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD