BEACON FINANCIAL GROUP

RIASEC RegisteredEst. 2000

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$606K

Accounts

2,152

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 110038
Registered since: September 15, 2000
Website: www.brpg-inc.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI85.85%
Individuals14.15%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Beacon Financial Group is a privately held corporation that has been SEC-registered since 2000 and works primarily with individual and family clients. The firm acts as a capital allocator and delivers a mix of wealth-management services: financial planning, portfolio management for individuals and small businesses, selection of sub-advisers, and educational seminars and workshops. It operates in a broker-dealer and insurance capacity as well, serving as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Beacon is not positioned as an ESG investor and is not a multistate adviser. Industry affiliations include relationships with a broker-dealer, another investment adviser, a trust company and an insurance company. Beacon Financial Group was included in FA Magazine’s Top RIA Firms list in 2020.