BEACON INVESTMENT ADVISORS LLC
SEC RegisteredProviding a Spectrum of Wealth Management Services
About the firm
Beacon Investment Advisors LLC is a fee-only, independent firm offering portfolio management and financial planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management and financial planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $107M |
| High Net Worth Individuals | 59 | $223M |
| Charitable Organizations | 6 | $11M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.00% |
| Next $500,000 | 1.80% |
| Next $1,000,000 | 1.60% |
| Next $1,000,000 | 1.40% |
| Next $2,000,000 | 1.25% |
| Above $5,000,000 | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEACON INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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