Beacon Wealth Consultants, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Roanoke, VA. Its latest Form ADV filing, dated March 20, 2026, reports $278M in regulatory assets under management, 19 employees, 4 offices, and 1,138 accounts.
Assets Under Management
$278M
Employees
19
Offices
4 offices
Total Clients
537
Primary office
ROANOKE, VA
302 WASHINGTON AVE. SW, ROANOKE, VA, United States
Top client segmentIndividuals represent 92.6% of total clients.
Top client categories% of clientsClients
1
Individuals
92.6%
497
2
HNWI
4.7%
25
3
Pension Plans
2.4%
13
4
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of March 20, 2026
Discretionary100.0%
$278M
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$278M
Total Accounts1,138
10Y AUM Change+$193M (+226.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee28:1
10Y Employee Change+10 (+111.1%)
* 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.