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BEACON INVESTMENT ADVISORS LLC

GAITHERSBURG, MD · CRD 127368 · IAPD ↗ · beaconadvisors.net · 301-670-1700

$541.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BEACON INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($337.6M -> $541.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2025 — BEACON INVESTMENT ADVISORS LLC reported RAUM up 31% ($257.8M -> $337.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.