BEACON FINANCIAL ADVISORS

Legal name: BEACON FINANCIAL ADVISORS, INC.

CRD 119672File 801-77929

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$228.0M

Below cohort median (national)

Discretionary AUM

$209.8M

Non-discretionary $18.2M

Clients

365 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Apr 12, 2013
Principal office: 800 WESTCHESTER AVENUE, SUITE 641 NORTH, RYE BROOK, NY, 10573-1360
Phone: (914) 872-4040
Website: HTTP://WWW.BEACONFINADV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $228.0M
Discretionary AUM: $209.8M
Non-discretionary AUM: $18.2M
Discretionary accounts: 363
Non-discretionary accounts: 2
Total accounts: 365
AUM per client: $4.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	38	$205.0M
Pension and profit sharing plans	2	$18.2M
Individuals (other than high net worth individuals)	9	$4.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.