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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOLAN, ERIK, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| DOLAN, ERIK, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILLESPIE, STACEY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILLESPIE, STACEY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLEINSCHMIDT, ERIC, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLEINSCHMIDT, ERIC, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYRE, DOUGLAS, NELSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| TYRE, DOUGLAS, NELSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
| ABOD, CORNELL, P | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
MD TX VA
Address
7 BROOKES AVENUEGAITHERSBURG, MD 20877
United States
Phone: 301-670-1700