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| Keyboard |
| Beacon Wealth Consultants Inc
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|---|---|
| CRD # | 154939 |
| SEC # | 801-118970 |
| CIK # | |
| AUM | 278.3 M (2026-06-09) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 540-345-3891 |
| Address | 302 Washington Ave SW Roanoke, VA 24016-4312 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 497 | 167.5 |
| (b) Individuals (high net worth individuals) | 25 | 74.9 |
| (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 | 13 | 33.6 |
| (h) Charitable organizations | 2 | 2.3 |
| (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 | 1,138 | 278.3 |
| By Discretionary | ||
| Discretionary | 1,138 | 278.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,138 | 278.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.3 | |
| Total | 1,138 | 278.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Millennial Wealth LLC
✚
|
278.7 M | |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 278.6 M |
|
Verity Wealth Advisors LLC
✚
|
CA | 278.5 M |
|
Fort Henry Capital LLC
✚
|
WV | 278.5 M |
|
Lexington Hill Partners LLC
✚
|
TX | 278.4 M |
|
Guardian Asset Advisors LLC
✚
|
PA | 278.3 M |
|
Beacon Capital LLC
✚
|
IA | 278.3 M |
|
Foronjy Financial LLC
✚
|
CA | 278.0 M |
|
Accordant Advisory Group Inc
✚
|
MD | 278.0 M |
|
Auspicious Financial Planning LLC
✚
|
CA | 278.0 M |