SEC Form ADV

BEACON CAPITAL ADVISORY GROUP

Firm profile: Beacon Capital — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC
$223.5M
Assets Under Management
4
Total Clients
4
Employees
Get LP Contact Details

Registration Details

Accession
crd-333090
Location
CHARLOTTE, NC
Filing Date
July 17, 2026
AUM
$223.5M
Total Clients
4
Employees
4
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

BEACON CAPITAL ADVISORY GROUP is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $223.5M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.