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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Financial Strategies Corp
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| CRD # | 132987 |
| SEC # | 801-110734 |
| CIK # | |
| AUM | $277.1 M (2025-05-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 919-803-3801 |
| Address | 7100 Six Forks Road Raleigh, NC 27615 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.4 |
| (b) Individuals (high net worth individuals) | 91 | 250.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 277.1 |
| By Discretionary | ||
| Discretionary | 548 | 270.2 |
| Non-Discretionary | 1 | 6.9 |
| Total | 549 | 277.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.1 | |
| Total | 549 | 277.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
LPF Advisors LLC
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|
FL | 0.3 |
|
Amerity Wealth Management LLC
✚
|
FL | 0.3 |
|
Capital Ideas Inc
✚
|
TX | 0.3 |
|
CornerStone Advisors LLC
✚
|
AR | 0.3 |
|
American Fundstars Financial Group LLC
✚
|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |
|
Integrity Wealth Solutions LLC
✚
|
CO | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |