Beacon Financial Group, Inc.
CRD 317775SEC# 801-122901Aurora, OH
No longer SEC-registered. Beacon Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$745.9M
Employees
7
Accounts
1,298
Location
Aurora, OH
Beacon Financial Group, Inc. assets under management
Beacon Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Aurora, OH. It reports $745.9 million in regulatory assets under management and employs 7 people.
Beacon Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent F Besinger Control | President | Over 75% | 2021 |
| Janet Marie Bauer Control | Chief Compliance Officer/ Vice President | Under 5% | 2021 |
Frequently asked questions
How much does Beacon Financial Group, Inc. manage?
Beacon Financial Group, Inc. reports $745.9 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Group, Inc. have?
Beacon Financial Group, Inc. reports 7 employees.
Where is Beacon Financial Group, Inc. located?
Beacon Financial Group, Inc. is based in Aurora, OH.
Does Beacon Financial Group, Inc. disclose fund performance?
Beacon Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 173 South Chillicothe Road, Aurora, OH 44202 |
| Office hours | 8:30a.m.- 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$745.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$745.9Mregulatory AUM
Discretionary $610.8MNon-discretionary $135.2M