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BEACON WEALTH CONSULTANTS, INC.
CRD 154939File 801-118970
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$278.3M
Below cohort median (national)
Discretionary AUM
$278.3M
Clients
537
1,138 accounts
Employees
19
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
- HTTP://WWW.BEACONWEALTH.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,097 | 537 | decreased by560 |
| Apr 1, 2026 | AUM | $236,888,006 | $278,261,194 | increased by$41,373,188 |
| Apr 1, 2026 | Accounts | 1,097 | 1,138 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 19 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 400 | 1,097 | increased by697 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $172,590,500 | $236,888,006 | increased by$64,297,506 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 976 | 1,097 | increased by121 |
| Feb 1, 2022 | Employees | 12 | 10 | decreased by2 |
| Feb 1, 2022 | Clients | 496 | 400 | decreased by96 |
| Feb 1, 2022 | AUM | $145,574,886 | $172,590,500 | increased by$27,015,614 |
| Feb 1, 2022 | Accounts | 804 | 976 | increased by172 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.