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| Keyboard |
| Beacon Global Advisor Network LLC
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|---|---|
| CRD # | 288833 |
| SEC # | 801-110724 |
| CIK # | 0001712843 |
| AUM | 745.1 M (2026-03-31) |
| Employees | 61 (100% Investors, 11% Brokers) |
| Phone | 888-679-6474 |
| Address | One Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,203 | 433.0 |
| (b) Individuals (high net worth individuals) | 185 | 312.1 |
| (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 | 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 | 1,833 | 745.1 |
| By Discretionary | ||
| Discretionary | 1,827 | 741.6 |
| Non-Discretionary | 6 | 3.5 |
| Total | 1,833 | 745.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 541.4 | |
| United States Persons | 203.7 | |
| Total | 1,833 | 745.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001712843] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Discipline Wealth Solutions Inc
✚
|
SC | 746.7 M |
|
Tillman Hartley LLC
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|
CO | 746.3 M |
|
Summit Investment Advisory Services LLC
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|
MN | 745.8 M |
|
Running Point Capital Advisors LLC
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CA | 745.6 M |
|
Seamount Financial Group Inc
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|
CO | 745.2 M |
|
Campbell Deegan Wealth Management LLC
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|
VA | 745.1 M |
|
Carr Financial Group Corporation
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|
MA | 744.2 M |
|
Aegis Wealth Management LLC
✚
|
MD | 744.1 M |
|
Kendall Capital Management
✚
|
MD | 743.9 M |
|
Interchange Capital Partners LLC
✚
|
PA | 743.6 M |