BEACON INVESTMENT ADVISORS LLC
CRD #127368 SEC #801-125799 GAITHERSBURG, MD 301-670-1700
SEC Registered
Total AUM
$337.6M
Discretionary
$337.6M
Employees
2
Clients
0
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $337.6M | $337.6M | $0 | 2 | 0 |
| Oct 2024 | $257.8M | $257.8M | $0 | 1 | 0 |
| Mar 2024 | $257.8M | $257.8M | $0 | 1 | 0 |
| Oct 2023 | $219.9M | $219.9M | $0 | 1 | 0 |
| Mar 2023 | $219.9M | $219.9M | $0 | 1 | 0 |
| Jul 2022 | $211.4M | $211.4M | $0 | 1 | 0 |
| May 2022 | $211.4M | $211.4M | $0 | 1 | 0 |
| May 2022 | $211.4M | $211.4M | $0 | 1 | 0 |
DateMar 2025
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees1
Clients0