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BEACON FINANCIAL ADVISORY LLC
CRD 174334File 801-108381
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$900.7M
Above cohort median (national)
Discretionary AUM
$900.7M
Clients
1,556
2,542 accounts
Employees
13
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 12, 2016
- Principal office
- 25825 SCIENCE PARK DRIVE, SUITE 110, CLEVELAND, OH, 44122
- Phone
- 216-910-1850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $900.7M
- Discretionary AUM
- $900.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,542
- Non-discretionary accounts
- 0
- Total accounts
- 2,542
- AUM per client
- $579K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $255K |
| High net worth individuals | 286 | $615.5M |
| Pension and profit sharing plans | 5 | $27.4M |
| Individuals (other than high net worth individuals) | 1,263 | $257.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISERS FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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.