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| Beacon Financial Advisors Ltd
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|---|---|
| CRD # | 106164 |
| SEC # | 801-43463 |
| CIK # | 0001961635 |
| AUM | 296.9 M (2026-06-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 713-622-9981 |
| Address | 1800 St James Place, Suite 101 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 13.3 | ||
| Microsoft Corp | 10.6 | ||
| Apple Inc | 9.4 | ||
| Constellium NV | 8.0 | ||
| Marriott International Inc /MD/ | 7.4 | ||
| Caseys General Stores Inc | 7.3 | ||
| Generac Holdings Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Deere & Co | 5.1 | ||
| American Express Co | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 21.2 |
| (b) Individuals (high net worth individuals) | 53 | 275.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 296.9 |
| By Discretionary | ||
| Discretionary | 485 | 292.6 |
| Non-Discretionary | 7 | 4.3 |
| Total | 492 | 296.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.9 | |
| Total | 492 | 296.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961635] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
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