BEACON CAPITAL ADVISORY GROUP

Overview

Beacon Capital Advisory Group is an independent RIA that serves individual and family clients with a blend of financial planning, portfolio management and insurance brokerage. The firm emphasizes managed public fund allocations rather than direct-stock concentration, using mutual funds as the primary building blocks of client portfolios. Services extend beyond portfolio construction into educational seminars and planning for small businesses and institutions, which suggests a client-facing model that combines advisory work with practice-oriented outreach. The firm is registered with the SEC as of 2024 and reports fee structures that include AUM-based fees, fixed fees, commissions and other arrangements. Beacon Capital does not identify as an active ESG investor and does not position itself as a multi-state advisory network; its client focus is largely individual and family households. Custody and operational execution appear centralized through a major custodian platform, indicating a model built on third-party fund access and platform-based portfolio delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices