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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 Aug 17, 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

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 typeClientsAUM
High net worth individuals185$312.1M
Individuals (other than high net worth individuals)1,203$433.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.