Beacon Financial Advisors Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $297M in regulatory assets under management, 2 employees, and 492 accounts.
Assets Under Management
$297M
Employees
2
Offices
--
Total Clients
86
Primary office
HOUSTON, TX
1800 ST. JAMES PLACE, SUITE 101, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.6% of total clients.
Top client categories% of clientsClients
1
HNWI
61.6%
53
2
Individuals
38.4%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 27, 2026
Discretionary98.6%
$293M
99% of total RAUM98.6%
Non-discretionary1.4%
$4M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$297M
Total Accounts492
10Y AUM Change+$79M (+36.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.