Beacon Wealth Consultants, Inc.
● SEC registered since 2020CRD 154939SEC# 801-118970Roanoke, VA
Reg. AUM
$278.3M
Employees
19
Accounts
1,138
Location
Roanoke, VA
Beacon Wealth Consultants, Inc. assets under management
Beacon Wealth Consultants, Inc. is a registered investment adviser overseen by the SEC based in Roanoke, VA. The firm has been registered since 2020. It reports $278.3 million in regulatory assets under management and employs 19 people.
Beacon Wealth Consultants, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Terese Zemann Control | Chief Compliance Officer | Under 5% | 2026 |
| Cassandra C. Laymon | Owner/President | 10-25% | 2012 |
| Hillary Ann Sunderland Control | Chief Investment Officer | Under 5% | 2017 |
| Jacob David Preston Control | Director Of Advisory Services | Under 5% | 2022 |
| Richard Stephen Laymon Control | Chief Executive Officer | Over 75% | 2010 |
Frequently asked questions
How much does Beacon Wealth Consultants, Inc. manage?
Beacon Wealth Consultants, Inc. reports $278.3 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Wealth Consultants, Inc. have?
Beacon Wealth Consultants, Inc. reports 19 employees.
Where is Beacon Wealth Consultants, Inc. located?
Beacon Wealth Consultants, Inc. is based in Roanoke, VA and has been SEC-registered since 2020.
Does Beacon Wealth Consultants, Inc. disclose fund performance?
Beacon Wealth Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 Washington Ave. SW, Roanoke, VA 24016-4312 |
| Phone | 540-345-3891 |
| Fax | 888-971-3687 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.3M▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$278.3Mregulatory AUM
Discretionary $278.3M