Beacon Hill Wealth Management Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Victoria, BC. Its latest Form ADV filing, dated March 17, 2026, reports $149M in regulatory assets under management, 6 employees, and 258 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
136
2
HNWI
24.4%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 17, 2026
Discretionary71.6%
$106M
72% of total RAUM71.6%
Non-discretionary28.4%
$42M
28% of total RAUM28.4%
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$149M
Total Accounts258
10Y AUM Change+$149M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+3 (+100.0%)
* 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.