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BEACON HILL INVESTMENT ADVISORY, LLC
CRD 148463
6000 VENTURE DRIVE, SUITE B, DUBLIN, OH, 43017, United States
Phone
614-469-4685
Fax
614-429-3194
Registration
— (—)
Source
State registered
Total AUM
$91.7M
Discretionary AUM
$91.7M
Team
4 total employees; 4 advisory reps; 14 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $14.8M |
| High net worth individuals | 31 | $70.6M |
| Pension/profit sharing plans | 14 | — |
| Charitable organizations | 5 | $6.3M |
| Corporations/business entities | 5 | $0 |
All web addresses on file
Official SEC filing: View on IAPD