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| Beacon Financial Strategies Corp
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|---|---|
| CRD # | 132987 |
| SEC # | 801-110734 |
| CIK # | 0002084239 |
| AUM | 309.4 M (2026-02-11) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 919-803-3801 |
| Address | 7100 Six Forks Road Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002084239 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.6 | ||
| Lilly Eli & Co | 1.0 | ||
| Apple Inc | 0.8 | ||
| International Business Machines Corp | 0.7 | ||
| Texas Instruments Inc | 0.6 | ||
| GlaxoSmithKline PLC | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Merck & Co Inc | 0.5 | ||
| Johnson & Johnson | 0.4 | ||
| Home Depot Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 12.0 |
| (b) Individuals (high net worth individuals) | 97 | 288.8 |
| (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 | 8.7 |
| (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 | 560 | 309.4 |
| By Discretionary | ||
| Discretionary | 559 | 300.8 |
| Non-Discretionary | 1 | 8.7 |
| Total | 560 | 309.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.4 | |
| Total | 560 | 309.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002084239] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hudson Advisor Services Inc
✚
|
NY | 310.1 M |
|
H C Denison Co
✚
|
WI | 310.0 M |
|
American Wealth Management Inc
✚
|
GA | 310.0 M |
|
NRI Wealth Management LLC
✚
|
CA | 309.8 M |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
309.8 M | |
|
Windward Private Wealth Management Inc
✚
|
KS | 309.6 M |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 309.3 M |
|
Milestone Asset Management Group LLC
✚
|
CT | 309.0 M |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 308.9 M |
|
Synergy Financial Partners LLC
✚
|
CO | 308.7 M |