BEACON WEALTH CONSULTANTS, INC.

CRD 154939File 801-118970

APPROVED

Retail clients

Custody

Filing as of Jun 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$278.3M

Below cohort median (national)

Discretionary AUM

$278.3M

Clients

537

1,138 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jun 26, 2020
Principal office: 302 WASHINGTON AVE. SW, ROANOKE, VA, 24016-4312
Phone: 540-345-3891
Website: https://www.linkedin.com/company/lightpoint-portfolio-solutions

Assets & accounts

ADV Item 5F

Total regulatory AUM: $278.3M
Discretionary AUM: $278.3M
Non-discretionary AUM: $0
Discretionary accounts: 1,138
Non-discretionary accounts: 0
Total accounts: 1,138
AUM per client: $518K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	25	$74.9M
Pension and profit sharing plans	13	$33.6M
Individuals (other than high net worth individuals)	497	$167.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
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.