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| Beacon Investment Advisors LLC
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| CRD # | 127368 |
| SEC # | 801-125799 |
| CIK # | 0001961635 |
| AUM | 541.9 M (2026-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-670-1700 |
| Address | 7 Brookes Avenue Gaithersburg, MD 20877 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001961635 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 13.3 | ||
| Microsoft Corp | 10.6 | ||
| Apple Inc | 9.4 | ||
| Constellium NV | 8.0 | ||
| Marriott International Inc /MD/ | 7.4 | ||
| Caseys General Stores Inc | 7.3 | ||
| Generac Holdings Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Deere & Co | 5.1 | ||
| American Express Co | 4.7 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Valero Energy Corp/Tx | 4.2 | ||
| Intuit Inc | 4.2 | ||
| Cisco Systems Inc | 4.1 | ||
| Bank of America Corp /DE/ | 4.1 | ||
| HealthEquity Inc | 4.0 | ||
| Lockheed Martin Corp | 3.9 | ||
| Ryanair Holdings PLC | 3.8 | ||
| Ocular Therapeutix Inc | 3.6 | ||
| Caterpillar Inc | 3.6 | ||
| Royal Caribbean Cruises Ltd | 3.2 | ||
| Fedex Corp | 3.1 | ||
| Washington Post Co | 3.1 | ||
| NVR Inc | 2.9 | ||
| Gaylord Entertainment Co /DE | 2.8 | ||
| LPL Investment Holdings Inc | 2.8 | ||
| Harris Corp /DE/ | 2.7 | ||
| Alphabet Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 107.3 |
| (b) Individuals (high net worth individuals) | 59 | 222.9 |
| (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 | 6 | 11.5 |
| (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 | 3 | 200.2 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 541.9 |
| By Discretionary | ||
| Discretionary | 533 | 541.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 541.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.9 | |
| Total | 533 | 541.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961635] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Headwater Investment Consulting Inc
✚
|
OR | 543.0 M |
|
Gravitalix Financial LLC
✚
|
FL | 542.5 M |
|
Planning Directions Inc
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|
PA | 542.4 M |
|
Juno Financial Group LLC
✚
|
VA | 541.9 M |
|
Tandem Financial LLC
✚
|
CO | 541.8 M |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 541.5 M |
|
BCGM Wealth Management LLC
✚
|
IN | 541.5 M |
|
Relation Wealth Management Inc
✚
|
OK | 541.2 M |
|
Compound Family Offices LLC
✚
|
FL | 540.8 M |
|
Gray Private Wealth LLC
✚
|
MA | 540.7 M |