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BEACON FINANCIAL STRATEGIES CORP.
CRD 132987File 801-110734
APPROVED
Retail clients
Custody
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$309.4M
Below cohort median (national)
Discretionary AUM
$300.8M
Non-discretionary $8.7M
Clients
141
560 accounts
Employees
7
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 2017
- Principal office
- 7100 SIX FORKS ROAD, SUITE 135, RALEIGH, NC, 27615
- Phone
- 919-803-3801
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $309.4M
- Discretionary AUM
- $300.8M
- Non-discretionary AUM
- $8.7M
- Discretionary accounts
- 559
- Non-discretionary accounts
- 1
- Total accounts
- 560
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $288.8M |
| Pension and profit sharing plans | Fewer than 5 | $8.7M |
| Individuals (other than high net worth individuals) | 43 | $12.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.