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BEACON FINANCIAL ADVISORY LLC
CRD 174334File 801-108381
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,077 | 1,556 | increased by479 |
| Apr 1, 2026 | AUM | $677,635,130 | $900,724,380 | increased by$223,089,250 |
| Apr 1, 2026 | Accounts | 2,083 | 2,542 | increased by459 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 13 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,258 | 1,077 | decreased by181 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $831,243,259 | $677,635,130 | decreased by$153,608,129 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,516 | 2,083 | decreased by433 |
| Jun 1, 2022 | Employees | 30 | 29 | decreased by1 |
| Apr 1, 2022 | Clients | 1,022 | 1,258 | increased by236 |
| Apr 1, 2022 | AUM | $667,520,487 | $831,243,259 | increased by$163,722,772 |
| Apr 1, 2022 | Accounts | 2,152 | 2,516 | increased by364 |
| 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 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON FINANCIAL” 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.