Beacon Capital Advisory Group

RIASEC RegisteredEst. 2024

Total AUM

$224M

Discretionary

$224M

100% of AUM

Avg account

$415K

Accounts

538

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 333090
Registered since: October 17, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: HNWI76.74%
Individuals23.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Beacon Capital Advisory Group LLC is an independent registered investment adviser that serves individual and family clients. The firm is organized as a limited liability company and registered with the SEC in 2024. Ownership is held at the individual level. Advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutional/business clients, and client education through seminars and workshops. The firm also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, fixed fees, commissions and other fee arrangements. Beacon does not identify as an active ESG investor and is not designated as a multi-state adviser.