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BEACON GLOBAL ADVISOR NETWORK, LLC
CRD 288833File 801-110724
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$745.1M
Above cohort median (national)
Discretionary AUM
$741.6M
Non-discretionary $3.5M
Clients
1,388
1,833 accounts
Employees
61
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 2017
- Principal office
- ONE GLENLAKE PARKWAY, SUITE 650, ATLANTA, GA, 30328
- Phone
- 888-679-6474
- Website
- HTTP://WWW.BGANETWORK.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $745.1M
- Discretionary AUM
- $741.6M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 1,827
- Non-discretionary accounts
- 6
- Total accounts
- 1,833
- AUM per client
- $537K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $312.1M |
| Individuals (other than high net worth individuals) | 1,203 | $433.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- 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 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 62 | 61 | decreased by1 |
| Apr 1, 2026 | Clients | 914 | 1,388 | increased by474 |
| Apr 1, 2026 | AUM | $396,867,180 | $745,075,914 | increased by$348,208,734 |
| Apr 1, 2026 | Accounts | 1,089 | 1,833 | increased by744 |
| Jan 1, 2026 | Employees | 53 | 62 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 53 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 413 | 914 | increased by501 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $145,920,188 | $396,867,180 | increased by$250,946,992 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 298 | 1,089 | increased by791 |
| Apr 1, 2022 | Employees | 56 | 50 | decreased by6 |
| Apr 1, 2022 | Clients | 670 | 413 | decreased by257 |
| Apr 1, 2022 | AUM | $399,686,834 | $145,920,188 | decreased by$253,766,646 |
| Apr 1, 2022 | Accounts | 889 | 298 | decreased by591 |
| 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 GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON GLOBAL” 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.