← Back to searchVisit website
BEACON FINANCIAL STRATEGIES CORP.
CRD 132987 · SEC 801-110734
7100 SIX FORKS ROAD, SUITE 135, RALEIGH, NC, 27615, United States
Phone
919-803-3801
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.4M
Discretionary AUM
$300.8M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $12.0M |
| High net worth individuals | 97 | $288.8M |
| Pension/profit sharing plans | 1 | $8.7M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD