Beacon Financial Strategies Corp.
● SEC registered since 2017CRD 132987SEC# 801-110734Raleigh, NC
Reg. AUM
$309.4M
Employees
7
Accounts
560
Location
Raleigh, NC
Beacon Financial Strategies Corp. assets under management
Beacon Financial Strategies Corp. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2017. It reports $309.4 million in regulatory assets under management and employs 7 people.
Beacon Financial Strategies Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erin Price Campbell Control | Vice President | 50-75% | 2004 |
| Nathan Ross Hymiller Control | President/ Cco | 50-75% | 2004 |
Frequently asked questions
How much does Beacon Financial Strategies Corp. manage?
Beacon Financial Strategies Corp. reports $309.4 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Financial Strategies Corp. have?
Beacon Financial Strategies Corp. reports 7 employees.
Where is Beacon Financial Strategies Corp. located?
Beacon Financial Strategies Corp. is based in Raleigh, NC and has been SEC-registered since 2017.
Does Beacon Financial Strategies Corp. disclose fund performance?
Beacon Financial Strategies Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7100 Six Forks Road, Suite 135, Raleigh, NC 27615 |
| Phone | 919-803-3801 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.4M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$309.4Mregulatory AUM
Discretionary $300.8MNon-discretionary $8.7M