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BEACON FINANCIAL ADVISORS LTD
CRD 106164File 801-43463
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$296.9M
Below cohort median (national)
Discretionary AUM
$292.6M
Non-discretionary $4.3M
Clients
86
492 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 12, 1993
- Principal office
- 1800 ST. JAMES PLACE, SUITE 101, HOUSTON, TX, 77056
- Phone
- 713-622-9981
- Website
- HTTPS://WWW.BFALTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $296.9M
- Discretionary AUM
- $292.6M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 485
- Non-discretionary accounts
- 7
- Total accounts
- 492
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $275.7M |
| Individuals (other than high net worth individuals) | 33 | $21.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.