Beacon Financial Advisory LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 174334
- Registered since
- September 12, 2016
- Website
- www.beaconplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.34%
- Individuals28.59%
- Pension & Profit Sharing Plans3.05%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Financial Advisory LLC is an independent registered investment adviser that has been SEC-registered since 2016. Structured as an LLC and owned by an individual, the firm serves both individual and family clients as well as institutional investors. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and other fee types. Beacon identifies itself as a capital allocator and was named to Citywire’s "50 Growers Across America" list in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities32%
- Public Funds/Mutual Funds31%
- Exchange Traded Equities18%
- Private Funds10%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 323Active vs passive
$472M in ETFs
44%
$208M
45%
$264M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $22.1M | 452,815 | 4.69% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 25825 Science Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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