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| Beacon Financial Advisory LLC
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|---|---|
| CRD # | 174334 |
| SEC # | 801-108381 |
| CIK # | 0001800502 |
| AUM | 900.7 M (2026-03-17) |
| Employees | 13 (100% Investors, 100% Brokers) |
| Phone | 216-910-1850 |
| Address | 25825 Science Park Drive Cleveland, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Nvidia Corp | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| Microsoft Corp | 5.4 | ||
| Alphabet Inc | 3.8 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Tesla Motors Inc | 3.4 | ||
| Visa Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,263 | 257.5 |
| (b) Individuals (high net worth individuals) | 286 | 615.5 |
| (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 | 5 | 27.4 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 2,542 | 900.7 |
| By Discretionary | ||
| Discretionary | 2,542 | 900.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,542 | 900.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 900.7 | |
| Total | 2,542 | 900.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800502] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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