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BEACON INVESTMENT ADVISORS LLC
CRD 127368 · SEC 801-125799
7 BROOKES AVENUE, GAITHERSBURG, MD, 20877, United States
Phone
301-670-1700
Fax
301-840-1901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.9M
Discretionary AUM
$541.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $107.3M |
| High net worth individuals | 59 | $222.9M |
| Pension/profit sharing plans | 6 | $11.5M |
| Corporations/business entities | 3 | $200.2M |
States served
MD, VA, TX
All web addresses on file
Official SEC filing: View on IAPD