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BEACON FINANCIAL ADVISORY LLC
CRD 174334 · SEC 801-108381
25825 SCIENCE PARK DRIVE, SUITE 110, CLEVELAND, OH, 44122, United States
Phone
216-910-1850
Fax
216-910-1899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$900.7M
Discretionary AUM
$900.7M
Team
13 total employees; 13 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1263 | $257.5M |
| High net worth individuals | 286 | $615.5M |
| Pension/profit sharing plans | 5 | $27.4M |
| Charitable organizations | 2 | $255K |
States served
AZ, CA, CO, IL, KY, LA, MD, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD