SEC Form ADV

BEACON CAPITAL ADVISORY GROUP

Registered Investment AdviserNC
$223.5M
Assets Under Management
538
Total Clients
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Registration Details

Accession
CRD-333090
Location
CHARLOTTE, NC
Filing Date
February 25, 2026
AUM
$223.5M
Total Clients
538
Amendment
No

About this Adviser

BEACON CAPITAL ADVISORY GROUP is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $223.5M in assets across 538 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.