Firm profile

BEACON GLOBAL ADVISOR NETWORK, LLC

ATLANTA, GACRD 288833Latest ADV March 31, 2026

Beacon Global Advisor Network, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $745M in regulatory assets under management, 61 employees, 33 offices, and 1,833 accounts.

Assets Under Management
$745M
Employees
61
Offices
33 offices
Total Clients
1,388
Primary office
ATLANTA, GA
ONE GLENLAKE PARKWAY, SUITE 650, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJoseph B. Gruber
COOMarion J. Mitchell

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
1,203
2
HNWI
13.3%
185

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$745Mas of March 31, 2026
Discretionary99.5%
$742M
100% of total RAUM99.5%
Non-discretionary0.5%
$3M
0% of total RAUM0.5%
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.

Total AUM$745M
Total Accounts1,833
10Y AUM Change+$745M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees61
Clients per Employee23:1
10Y Employee Change+59 (+2950.0%)

* 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.