Beacon Financial Advisors, Inc.
● SEC registered since 2013CRD 119672SEC# 801-77929Rye Brook, NY
Reg. AUM
$228M
Employees
4
Accounts
365
Location
Rye Brook, NY
Beacon Financial Advisors, Inc. assets under management
Beacon Financial Advisors, Inc. is an SEC-registered investment adviser based in Rye Brook, NY. The firm has been registered since 2013. It reports $228 million in regulatory assets under management and employs 4 people.
Beacon Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Davis Robins Control | President & Chief Compliance Officer | Over 75% | 2021 |
| Ronald M Robins | Founder | Under 5% | 2000 |
Frequently asked questions
How much does Beacon Financial Advisors, Inc. manage?
Beacon Financial Advisors, Inc. reports $228 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Advisors, Inc. have?
Beacon Financial Advisors, Inc. reports 4 employees.
Where is Beacon Financial Advisors, Inc. located?
Beacon Financial Advisors, Inc. is based in Rye Brook, NY and has been SEC-registered since 2013.
Does Beacon Financial Advisors, Inc. disclose fund performance?
Beacon Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573-1360 |
| Phone | (914) 872-4040 |
| Fax | (914) 872-4042 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$228Mregulatory AUM
Discretionary $209.8MNon-discretionary $18.2M