Beacon Financial Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 17, 2026, reports $901M in regulatory assets under management, 13 employees, 4 offices, and 2,542 accounts.
Assets Under Management
$901M
Employees
13
Offices
4 offices
Total Clients
1,556
Primary office
CLEVELAND, OH
25825 SCIENCE PARK DRIVE, SUITE 110, CLEVELAND, OH, United States
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
1,263
2
HNWI
18.4%
286
3
Pension Plans
0.3%
5
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$901Mas of March 17, 2026
Discretionary100.0%
$901M
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.
Total AUM$901M
Total Accounts2,542
10Y AUM Change+$673M (+295.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee120:1
10Y Employee Change-4 (-23.5%)
* 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.