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BCD ADVISORS

BEACON CAPITAL DISTRIBUTORS ADVISORS

CRD 169468

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$51.9M

Discretionary AUM

$4.9M

Team

4 total employees; 4 advisory reps; 20 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-12

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals410$35.0M
High net worth individuals38$16.9M

All web addresses on file

Official SEC filing: View on IAPD