BEACON FINANCIAL ADVISORY LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 174334
- Registered since
- September 12, 2016
- Website
- www.beaconplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.34%
- Individuals28.59%
- Pension & Profit Sharing Plans3.05%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Financial Advisory LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of fee arrangements including a percentage-of-AUM model as well as hourly and fixed-fee engagements. Its reported advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Beacon does not list ESG investing as an active focus. The firm was recognized by Citywire in 2021 as one of its "50 Growers Across America."
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities32%
- Public Funds/Mutual Funds31%
- Exchange Traded Equities18%
- Private Funds10%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2DEBORAH GEORGE
Chief Operations OfficerCRD 4383646
JOSEPH RANDAZZO
CEO and Managing MemberCRD 2207910
Contacts
3 of 11SUSAN WANAMAKER
Financial AdvisorCRD 1084399
PHILIP O'TOOLE
Financial AdvisorCRD 4039027
RAYMOND TROPP
Financial Advisor and Registered RepresentativeCRD 2645867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 311Active vs passive
$393M in ETFs
45%
$176M
46%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $20M | 352,954 | 5.09% |
Location
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 25825 Science Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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