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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Financial Advisory LLC
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| CRD # | 174334 |
| SEC # | 801-108381 |
| CIK # | 0001800502 |
| AUM | $677.6 M (2025-06-16) |
| Employees | 13 (100% Investors, 100% Brokers) |
| Phone | 216-910-1850 |
| Address | 25825 Science Park Drive Cleveland, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 6.9 | ||
| Nvidia Corp | 5.6 | ||
| Amazon Com Inc | 4.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| VISA Inc | 2.9 | ||
| Tesla Motors Inc | 2.9 | ||
| Lincoln Electric Holdings Inc | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 856 | 440.6 |
| (b) Individuals (high net worth individuals) | 184 | 221.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 4.8 |
| (h) Charitable organizations | 4 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,083 | 677.6 |
| By Discretionary | ||
| Discretionary | 2,083 | 677.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,083 | 677.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 677.6 | |
| Total | 2,083 | 677.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800502] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westhill Financial Advisors Inc
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|
CA | 0.7 |
|
Level Financial Advisors Inc
✚
|
NY | 0.7 |
|
Francis Financial Inc
✚
|
NY | 0.7 |
|
Integrity Financial Corporation
✚
|
WY | 0.7 |
|
First Kentucky Securities Corporation
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|
KY | 0.7 |
|
Capital Planning LLC
✚
|
WA | 0.7 |
|
Flynn Zito Capital Management LLC
✚
|
NY | 0.7 |
|
Stone House Investment Management LLC
✚
|
PA | 0.7 |
|
Singer Wealth Advisors LLC
✚
|
FL | 0.7 |
|
Creative Capital Management Investments LLC
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|
CA | 0.7 |