SEC Form ADV

BEACON FINANCIAL GROUP

Registered Investment AdviserTX
$1.3B
Assets Under Management
18
Employees
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Registration Details

Accession
crd-110038
Location
DALLAS, TX
Filing Date
March 13, 2026
AUM
$1.3B
Employees
18
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

BEACON FINANCIAL GROUP is a registered investment adviser headquartered in DALLAS, TX, managing approximately $1.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.