Beacon Financial Advisory LLC
● SEC registered since 2016CRD 174334SEC# 801-108381Cleveland, OH
Reg. AUM
$900.7M
Employees
13
Accounts
2,542
Location
Cleveland, OH
Beacon Financial Advisory LLC assets under management
Beacon Financial Advisory LLC operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2016. It reports $900.7 million in regulatory assets under management and employs 13 people.
Beacon Financial Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Lynn George Control | Chief Compliance Officer | Under 5% | 2014 |
| Gregory Giller Randall Control | Chief Executive Officer / Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Beacon Financial Advisory LLC manage?
Beacon Financial Advisory LLC reports $900.7 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Advisory LLC have?
Beacon Financial Advisory LLC reports 13 employees.
Where is Beacon Financial Advisory LLC located?
Beacon Financial Advisory LLC is based in Cleveland, OH and has been SEC-registered since 2016.
Does Beacon Financial Advisory LLC disclose fund performance?
Beacon Financial Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25825 Science Park Drive, Suite 110, Cleveland, OH 44122 |
| Phone | 216-910-1850 |
| Fax | 216-910-1899 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$900.7M▲ 52%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$900.7Mregulatory AUM
Discretionary $900.7M