Beacon Capital Advisory Group

Overview

Beacon Capital Advisory Group is an independent, SEC‑registered registered investment advisor that operates as a limited liability company and is owned by an individual. The advisor targets individual and family clients and combines financial planning with discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm also conducts educational seminars and workshops and operates an insurance brokerage practice. Its fee arrangements are varied: percentage of AUM, fixed fees, commissions and other fee types are all part of its pricing mix. Beacon is not positioned as an ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives