BEACON FINANCIAL ADVISORS LTD
CRD #106164 SEC #801-43463 HOUSTON, TX 713-622-9981
SEC Registered
Total AUM
$290.3M
Discretionary
$284.8M
Employees
2
Clients
51
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $290.3M | $284.8M | $5.5M | 2 | 0 |
| Mar 2024 | $282.5M | $275.3M | $7.3M | 3 | 0 |
| Mar 2023 | $261.2M | $254.6M | $6.6M | 4 | 103 |
| Feb 2022 | $320M | $313.2M | $6.9M | 4 | 0 |
| Feb 2022 | $320M | $313.2M | $6.9M | 4 | 0 |
| Mar 2021 | $291.5M | $286.3M | $5.2M | 4 | 0 |
| Feb 2021 | $291.5M | $286.3M | $5.2M | 4 | 0 |
| Jun 2020 | $276M | $271.4M | $4.6M | 4 | 0 |
| Feb 2020 | $276M | $271.4M | $4.6M | 4 | 0 |
| Mar 2019 | $246.9M | $240.6M | $6.3M | 4 | 0 |
| Mar 2018 | $250.6M | $247.7M | $3M | 4 | 0 |
| Mar 2018 | $250.6M | $247.7M | $3M | 4 | 0 |
| Mar 2017 | $217.8M | $214.1M | $3.7M | 4 | 26 |
| Mar 2016 | $209.5M | $206.4M | $3.2M | 4 | 26 |
| Mar 2015 | $211.8M | $206.7M | $5.1M | 4 | 26 |
| Mar 2014 | $191.1M | $184.4M | $6.7M | 3 | 26 |
| Mar 2013 | $162.9M | $160.2M | $2.7M | 3 | 26 |
| Mar 2012 | $159.4M | $155.2M | $4.2M | 1 | 26 |
| Jan 2012 | $163.6M | $160.9M | $2.7M | 1 | 26 |
| Mar 2010 | $115.9M | $114.4M | $1.5M | 5 | -- |
| Mar 2007 | $111M | $110.4M | $567.2K | 5 | -- |
| Mar 2006 | $96.5M | $95.5M | $925.2K | 5 | -- |
| Mar 2002 | $70M | $69.1M | $911.6K | 5 | -- |
DateMar 2025
Total AUM$290.3M
Discretionary$284.8M
Non-Disc.$5.5M
Employees2
Clients0
DateMar 2024
Total AUM$282.5M
Discretionary$275.3M
Non-Disc.$7.3M
Employees3
Clients0
DateMar 2023
Total AUM$261.2M
Discretionary$254.6M
Non-Disc.$6.6M
Employees4
Clients103
DateFeb 2022
Total AUM$320M
Discretionary$313.2M
Non-Disc.$6.9M
Employees4
Clients0
DateFeb 2022
Total AUM$320M
Discretionary$313.2M
Non-Disc.$6.9M
Employees4
Clients0
DateMar 2021
Total AUM$291.5M
Discretionary$286.3M
Non-Disc.$5.2M
Employees4
Clients0
DateFeb 2021
Total AUM$291.5M
Discretionary$286.3M
Non-Disc.$5.2M
Employees4
Clients0
DateJun 2020
Total AUM$276M
Discretionary$271.4M
Non-Disc.$4.6M
Employees4
Clients0
DateFeb 2020
Total AUM$276M
Discretionary$271.4M
Non-Disc.$4.6M
Employees4
Clients0
DateMar 2019
Total AUM$246.9M
Discretionary$240.6M
Non-Disc.$6.3M
Employees4
Clients0
DateMar 2018
Total AUM$250.6M
Discretionary$247.7M
Non-Disc.$3M
Employees4
Clients0
DateMar 2018
Total AUM$250.6M
Discretionary$247.7M
Non-Disc.$3M
Employees4
Clients0
DateMar 2017
Total AUM$217.8M
Discretionary$214.1M
Non-Disc.$3.7M
Employees4
Clients26
DateMar 2016
Total AUM$209.5M
Discretionary$206.4M
Non-Disc.$3.2M
Employees4
Clients26
DateMar 2015
Total AUM$211.8M
Discretionary$206.7M
Non-Disc.$5.1M
Employees4
Clients26
DateMar 2014
Total AUM$191.1M
Discretionary$184.4M
Non-Disc.$6.7M
Employees3
Clients26
DateMar 2013
Total AUM$162.9M
Discretionary$160.2M
Non-Disc.$2.7M
Employees3
Clients26
DateMar 2012
Total AUM$159.4M
Discretionary$155.2M
Non-Disc.$4.2M
Employees1
Clients26
DateJan 2012
Total AUM$163.6M
Discretionary$160.9M
Non-Disc.$2.7M
Employees1
Clients26
DateMar 2010
Total AUM$115.9M
Discretionary$114.4M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$111M
Discretionary$110.4M
Non-Disc.$567.2K
Employees5
Clients--
DateMar 2006
Total AUM$96.5M
Discretionary$95.5M
Non-Disc.$925.2K
Employees5
Clients--
DateMar 2002
Total AUM$70M
Discretionary$69.1M
Non-Disc.$911.6K
Employees5
Clients--