Beacon Financial Strategies Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated February 11, 2026, reports $309M in regulatory assets under management, 7 employees, and 560 accounts.
Assets Under Management
$309M
Employees
7
Offices
--
Total Clients
141
Primary office
RALEIGH, NC
7100 SIX FORKS ROAD, SUITE 135, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
97
2
Individuals
30.5%
43
3
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$309Mas of February 11, 2026
Discretionary97.2%
$301M
97% of total RAUM97.2%
Non-discretionary2.8%
$9M
3% of total RAUM2.8%
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$309M
Total Accounts560
10Y AUM Change+$166M (+115.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee20:1
10Y Employee Change+1 (+16.7%)
* 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.