Beacon Financial Advisory LLC

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Assets, Funds, Holdings

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Beacon Financial Advisory LLC
CRD #174334
SEC #801-108381
CIK #0001800502
AUM $594.4 MM (2024-03-08)
Employees 14 (100% Investors, 100% Brokers)
Phone216-910-1850
Address25825 Science Park Drive
Cleveland, OH 44122
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
90072054036018002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 7.3
MSFT 1,918,222.4 4.4
NVDA 399,550.0 4.1
AMZN 1,092,997.8 3.6
T 147,547.0 2.1
V 419,260.5 2.0
JPM 340,169.2 2.0
MCD 179,584.2 1.9
 
 
 
Holdings by Sector ($MM)
3002401801206002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 978 275.1
(b) Individuals (high net worth individuals) 130 317.8
(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 1 0.2
(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 1.3
(n) Other 0 0.0
Total 1,858 594.4
By Discretionary
Discretionary 1,628 519.7
Non-Discretionary 230 74.8
Total 1,858 594.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 594.4
Total 1,858 594.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001800502]
Comparable Firms State AUM ($BB)
Saaga LLC
FL 0.6
Pax Financial Group LLC
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FSA Investment Group LLC
FL 0.6
BCWM LLC
KS 0.6
MELD Financial Inc
AL 0.6
EQ LLC
WA 0.6
Marotta Asset Management Inc
VA 0.6
Westhill Financial Advisors Inc
CA 0.6
Capvisor Associates LLC
GA 0.6
Altrius Capital Management Inc
NC 0.6
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