BEACON FINANCIAL STRATEGIES CORP.

RIASEC RegisteredEst. 2017

Total AUM

$309M

Discretionary

$301M

97% of AUM

Avg account

$553K

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 132987
Registered since: July 6, 2017
Website: www.beaconfinancialstrategies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.32%
Individuals3.87%
Pension & Profit Sharing Plans2.8%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Beacon Financial Strategies Corp. operates as an independent, individually owned registered investment adviser that has been SEC-registered since 2017. The firm works with both individual/family clients and institutional clients, offering a blend of fee arrangements including percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services cited include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment policy signals a preference for conventional public funds rather than ESG-driven mandates; the firm is not identified as an active ESG investor. It is not described as a multi-state adviser or a capital allocator to proprietary strategies, indicating a focus on managing client assets through third-party products and traditional advisory relationships.