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BEACON FINANCIAL ADVISORY LLC

CLEVELAND, OH · CRD 174334 · IAPD ↗ · 216-910-1850

$900.7MRegulatory AUM
13Advisory reps
13Employees
3Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BEACON FINANCIAL ADVISORY LLC reported RAUM up 33% ($677.6M -> $900.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2026 — BEACON FINANCIAL ADVISORY LLC notice-filed in MD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — BEACON FINANCIAL ADVISORY LLC notice-filed in KY, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — BEACON FINANCIAL ADVISORY LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — BEACON FINANCIAL ADVISORY LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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