BEACON FINANCIAL STRATEGIES CORP.
CRD #132987 SEC #801-110734 RALEIGH, NC 919-803-3801
SEC Registered
Total AUM
$277.1M
Discretionary
$270.2M
Employees
6
Clients
101
Accounts
549
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $277.1M | $270.2M | $6.9M | 6 | 0 |
| Feb 2025 | $277.1M | $270.2M | $6.9M | 6 | 0 |
| Oct 2024 | $256.1M | $250.2M | $5.9M | 6 | 0 |
| Jan 2024 | $256.1M | $250.2M | $5.9M | 5 | 0 |
| Feb 2023 | $223M | $217.4M | $5.6M | 5 | 0 |
| Mar 2022 | $240.5M | $234.4M | $6M | 4 | 0 |
| Feb 2021 | $208.7M | $205.3M | $3.4M | 5 | 0 |
| May 2020 | $189.3M | $186.2M | $3.1M | 5 | 0 |
| Feb 2020 | $189.3M | $186.2M | $3.1M | 5 | 0 |
| Mar 2019 | $155.2M | $152.3M | $2.9M | 4 | 0 |
| Mar 2018 | $160.1M | $156.3M | $3.8M | 5 | 0 |
| Jul 2017 | $143.5M | $143.5M | $0 | 5 | 100 |
| May 2017 | $143.5M | $143.5M | $0 | 6 | 100 |
DateMay 2025
Total AUM$277.1M
Discretionary$270.2M
Non-Disc.$6.9M
Employees6
Clients0
DateFeb 2025
Total AUM$277.1M
Discretionary$270.2M
Non-Disc.$6.9M
Employees6
Clients0
DateOct 2024
Total AUM$256.1M
Discretionary$250.2M
Non-Disc.$5.9M
Employees6
Clients0
DateJan 2024
Total AUM$256.1M
Discretionary$250.2M
Non-Disc.$5.9M
Employees5
Clients0
DateFeb 2023
Total AUM$223M
Discretionary$217.4M
Non-Disc.$5.6M
Employees5
Clients0
DateMar 2022
Total AUM$240.5M
Discretionary$234.4M
Non-Disc.$6M
Employees4
Clients0
DateFeb 2021
Total AUM$208.7M
Discretionary$205.3M
Non-Disc.$3.4M
Employees5
Clients0
DateMay 2020
Total AUM$189.3M
Discretionary$186.2M
Non-Disc.$3.1M
Employees5
Clients0
DateFeb 2020
Total AUM$189.3M
Discretionary$186.2M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2019
Total AUM$155.2M
Discretionary$152.3M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2018
Total AUM$160.1M
Discretionary$156.3M
Non-Disc.$3.8M
Employees5
Clients0
DateJul 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees5
Clients100
DateMay 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees6
Clients100