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BEACON WEALTHCARE LLC
CRD 312556File 801-120334
APPROVED
Retail clients
Custody
Filing as of Jan 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$308.3M
Below cohort median (national)
Discretionary AUM
$306.3M
Non-discretionary $2.0M
Clients
908
908 accounts
Employees
6
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 16, 2021
- Principal office
- 1633 GLENWOOD AVE, RALEIGH, NC, 27608
- Phone
- 919-821-5225
- Website
- http://www.beaconwc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $308.3M
- Discretionary AUM
- $306.3M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 890
- Non-discretionary accounts
- 18
- Total accounts
- 908
- AUM per client
- $340K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 109 | $189.5M |
| Individuals (other than high net worth individuals) | 799 | $118.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- 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.