BEACON FINANCIAL ADVISORY LLC

Latest filing: Mar 07, 2025 (131 days ago)
View on IAPD
Adviser Website

AUM

$677,635,130
14% change vs. 1 year ago
-18% change vs. 3 years ago
49% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

13
-7% change vs. 1 year ago
-57% change vs. 3 years ago
-32% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

CLEVELAND, OH
25825 SCIENCE PARK DRIVE, CLEVELAND, OH, UNITED STATES, 44122

Client AUM

Discretion AUM
Discretionary $0.7
Non-Discretionary $0.0
Total $0.7
Client AUM
Retail $0.7
Pooled $0.0
Institutional $0.0
Total $0.7
Retail Accounts AUM
Individual 856 $0.4
Average Individual AUM $514,753
HNW 184 $0.2
Average HNW AUM $1,203,487
Retail Total 1,040 $0.7
Average Retail AUM $636,606

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.7
Retail SMA AUM $0.7
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 18% $0.1
Equity Non-Exch 35% $0.2
Govt Agency 1% $0.0
Municipal 1% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.0
HY Credit 0% $0.0
Derivatives 1% $0.0
Investment Companies 36% $0.2
Other Pools 1% $0.0
Cash 6% $0.0
Other 0% $0.0
Total 100% $0.7

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
RANDALL, GREGORY, GILLER CHIEF EXECUTIVE OFFICER / MANAGING MEMBER
GEORGE, DEBORAH, LYNN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
PHILIP O'TOOLE CLEVELAND OH S63|1999-12-01|S65|1999-12-08|S66|2017-10-30

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.7 $0.0 0% 13 0 0%
2025-04-21 $0.7 $0.0 0% 13 0 0%
2024-04-02 $0.6 $0.1 14% 14 -1 -7%
2023-04-04 $0.6 $0.1 22% 25 -12 -48%
2022-04-01 $0.8 -$0.2 -18% 30 -17 -57%
2021-04-05 $0.7 $0.0 2% 30 -17 -57%
2020-04-01 $0.5 $0.2 49% 19 -6 -32%
2019-04-01 $0.3 $0.3 101% 18 -5 -28%
2018-04-02 $0.3 $0.4 111% 16 -3 -19%
2017-04-01 $0.2 $0.4 198% 17 -4 -24%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
OH, AZ-02/25/2025, CA-04/11/2017, CO-04/23/2021, FL-09/12/2016, GA-10/24/2018, IL-11/20/2017, LA-03/02/2021, MA-10/04/2019, MI-04/11/2017, NC-03/08/2024, NJ-04/24/2020, NY-04/11/2017, OH-09/12/2016, PA-11/09/2017, SC-11/28/2016, TX-09/12/2016, VA-01/16/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV