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BEACON CAPITAL ADVISORY GROUP

DAVIDSON ADVISORY GROUP, LLC

CRD 333090 · SEC 801-131303

Visit website

2901 COLTSGATE RD, SUITE 102, CHARLOTTE, NC, 28211, United States

Phone

877-801-2322

Fax

866.905.8876

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$223.5M

Discretionary AUM

$223.5M

Team

4 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Commissions; CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals136$52.0M
High net worth individuals48$171.5M

States served

AK, NY, NC, NH, FL

All web addresses on file

Official SEC filing: View on IAPD