Beacon Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 13, 2026, reports $1.3B in regulatory assets under management, 18 employees, and 2,152 accounts.
Assets Under Management
$1.3B
Employees
18
Offices
--
Total Clients
1,052
Primary office
DALLAS, TX
17300 PRESTON RD, SUITE 120, C/O MELISSA WHEELER, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
542
2
HNWI
48.5%
510
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 13, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts2,152
10Y AUM Change+$612M (+88.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee58:1
10Y Employee Change+7 (+63.6%)
* 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.