Beacon Financial Advisors Ltd
● SEC registered since 1993CRD 106164SEC# 801-43463Houston, TX
Reg. AUM
$296.9M
Employees
2
Accounts
492
Location
Houston, TX
Beacon Financial Advisors Ltd assets under management
Beacon Financial Advisors Ltd is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1993. It reports $296.9 million in regulatory assets under management and employs 2 people.
Beacon Financial Advisors Ltd owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua John Hebert | Prinicipal And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Beacon Financial Advisors Ltd manage?
Beacon Financial Advisors Ltd reports $296.9 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Advisors Ltd have?
Beacon Financial Advisors Ltd reports 2 employees.
Where is Beacon Financial Advisors Ltd located?
Beacon Financial Advisors Ltd is based in Houston, TX and has been SEC-registered since 1993.
Does Beacon Financial Advisors Ltd disclose fund performance?
Beacon Financial Advisors Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 St. James Place, Suite 101, Houston, TX 77056 |
| Phone | 713-622-9981 |
| Fax | 713-622-5814 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$296.9M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$296.9Mregulatory AUM
Discretionary $292.6MNon-discretionary $4.3M