CHARLOTTE, NCCRD 333090Latest ADV February 25, 2026
Beacon Capital Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 25, 2026, reports $224M in regulatory assets under management, 4 employees, 1 office, and 538 accounts.
Assets Under Management
$224M
Employees
4
Offices
1 office
Total Clients
184
Primary office
CHARLOTTE, NC
2901 COLTSGATE RD, SUITE 102, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
136
2
HNWI
26.1%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of February 25, 2026
Discretionary100.0%
$224M
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$224M
Total Accounts538
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change-1 (-20.0%)
* 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.