← Tributary

BEACON FINANCIAL GROUP, INC.

AURORA, OH · CRD 317775 · IAPD ↗ · beaconfinancialgroup.com · 216-998-0100

$745.9MRegulatory AUM
7Advisory reps
7Employees
356Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BEACON FINANCIAL GROUP, INC. (AURORA, OH) left the SEC roster (was $745.9M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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