BEACON WEALTH CONSULTANTS, INC.
CRD #154939 SEC #801-118970 ROANOKE, VA 540-345-3891
SEC Registered
Total AUM
$236.9M
Discretionary
$236.7M
Employees
19
Clients
251
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $236.9M | $236.7M | $166.1K | 19 | 4 |
| Mar 2025 | $236.9M | $236.7M | $166.1K | 19 | 4 |
| Sep 2024 | $203.8M | $203.8M | $39.2K | 15 | 4 |
| Sep 2024 | $203.8M | $203.8M | $39.2K | 15 | 4 |
| Aug 2024 | $203.8M | $203.8M | $39.2K | 15 | 4 |
| Feb 2024 | $203.8M | $203.8M | $39.2K | 15 | 4 |
| Aug 2023 | $183.6M | $183.6M | $0 | 15 | 4 |
| Mar 2023 | $183.6M | $183.6M | $0 | 15 | 4 |
| Feb 2023 | $183.6M | $183.6M | $0 | 15 | 4 |
| Nov 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Oct 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| May 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Mar 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Mar 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Feb 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Feb 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Feb 2022 | $172.6M | $172.6M | $0 | 10 | 4 |
| Oct 2021 | $145.6M | $145.4M | $196.3K | 12 | 3 |
| Jun 2021 | $145.6M | $145.4M | $196.3K | 12 | 3 |
| Mar 2021 | $145.6M | $145.4M | $196.3K | 12 | 3 |
| Nov 2020 | $125.3M | $125.2M | $7.9K | 10 | 3 |
| Nov 2020 | $125.3M | $125.2M | $7.9K | 10 | 3 |
| Oct 2020 | $110.7M | $110.6M | $168K | 10 | 3 |
| Aug 2020 | $110.7M | $110.6M | $168K | 10 | 3 |
| Jul 2020 | $100.5M | $100.3M | $213K | 10 | 3 |
| Jul 2020 | $100.5M | $100.3M | $213K | 10 | 3 |
| Jul 2020 | $100.5M | $100.3M | $213K | 10 | 3 |
| Jun 2020 | $100.5M | $100.3M | $213K | 10 | 3 |
| May 2020 | $100.5M | $100.3M | $213K | 10 | 3 |
| Sep 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Aug 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Jul 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Jun 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| May 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| May 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Apr 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Apr 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Apr 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Mar 2017 | $85.2M | $84.4M | $794K | 9 | 500 |
| Dec 2016 | $78M | $76.8M | $1.3M | 7 | 500 |
| Oct 2016 | $78M | $76.8M | $1.3M | 7 | 500 |
| Mar 2016 | $78M | $76.8M | $1.3M | 7 | 500 |
| Jan 2016 | $78M | $76.8M | $1.3M | 7 | 500 |
| Sep 2015 | $79M | $77.7M | $1.3M | 7 | 500 |
| Jan 2015 | $79M | $77.7M | $1.3M | 7 | 500 |
| Dec 2014 | $62M | $61.8M | $158K | 5 | 400 |
| Jul 2014 | $62M | $61.8M | $158K | 5 | 400 |
| Feb 2014 | $62M | $61.8M | $158K | 5 | 400 |
| Dec 2013 | $51.5M | $50M | $1.5M | 5 | 300 |
| Oct 2013 | $51.5M | $50M | $1.5M | 5 | 300 |
| Jun 2013 | $51.5M | $50M | $1.5M | 5 | 300 |
| Feb 2013 | $51.5M | $50M | $1.5M | 5 | 300 |
| Nov 2012 | $50M | $12M | $38M | 7 | 200 |
| Sep 2012 | $50M | $12M | $38M | 6 | 200 |
| Mar 2012 | $50M | $12M | $38M | 6 | 200 |
| Mar 2012 | $50M | $12M | $38M | 6 | 200 |
| Jan 2012 | $50M | $12M | $38M | 6 | 200 |
| Mar 2011 | $50M | $50M | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$236.9M
Discretionary$236.7M
Non-Disc.$166.1K
Employees19
Clients4
DateMar 2025
Total AUM$236.9M
Discretionary$236.7M
Non-Disc.$166.1K
Employees19
Clients4
DateSep 2024
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$39.2K
Employees15
Clients4
DateSep 2024
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$39.2K
Employees15
Clients4
DateAug 2024
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$39.2K
Employees15
Clients4
DateFeb 2024
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$39.2K
Employees15
Clients4
DateAug 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees15
Clients4
DateMar 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees15
Clients4
DateFeb 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees15
Clients4
DateNov 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateOct 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateMay 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateMar 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateMar 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateFeb 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateFeb 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateFeb 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients4
DateOct 2021
Total AUM$145.6M
Discretionary$145.4M
Non-Disc.$196.3K
Employees12
Clients3
DateJun 2021
Total AUM$145.6M
Discretionary$145.4M
Non-Disc.$196.3K
Employees12
Clients3
DateMar 2021
Total AUM$145.6M
Discretionary$145.4M
Non-Disc.$196.3K
Employees12
Clients3
DateNov 2020
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$7.9K
Employees10
Clients3
DateNov 2020
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$7.9K
Employees10
Clients3
DateOct 2020
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$168K
Employees10
Clients3
DateAug 2020
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$168K
Employees10
Clients3
DateJul 2020
Total AUM$100.5M
Discretionary$100.3M
Non-Disc.$213K
Employees10
Clients3
DateJul 2020
Total AUM$100.5M
Discretionary$100.3M
Non-Disc.$213K
Employees10
Clients3
DateJul 2020
Total AUM$100.5M
Discretionary$100.3M
Non-Disc.$213K
Employees10
Clients3
DateJun 2020
Total AUM$100.5M
Discretionary$100.3M
Non-Disc.$213K
Employees10
Clients3
DateMay 2020
Total AUM$100.5M
Discretionary$100.3M
Non-Disc.$213K
Employees10
Clients3
DateSep 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateAug 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateJul 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateJun 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateMay 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateMay 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateApr 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateApr 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateApr 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateMar 2017
Total AUM$85.2M
Discretionary$84.4M
Non-Disc.$794K
Employees9
Clients500
DateDec 2016
Total AUM$78M
Discretionary$76.8M
Non-Disc.$1.3M
Employees7
Clients500
DateOct 2016
Total AUM$78M
Discretionary$76.8M
Non-Disc.$1.3M
Employees7
Clients500
DateMar 2016
Total AUM$78M
Discretionary$76.8M
Non-Disc.$1.3M
Employees7
Clients500
DateJan 2016
Total AUM$78M
Discretionary$76.8M
Non-Disc.$1.3M
Employees7
Clients500
DateSep 2015
Total AUM$79M
Discretionary$77.7M
Non-Disc.$1.3M
Employees7
Clients500
DateJan 2015
Total AUM$79M
Discretionary$77.7M
Non-Disc.$1.3M
Employees7
Clients500
DateDec 2014
Total AUM$62M
Discretionary$61.8M
Non-Disc.$158K
Employees5
Clients400
DateJul 2014
Total AUM$62M
Discretionary$61.8M
Non-Disc.$158K
Employees5
Clients400
DateFeb 2014
Total AUM$62M
Discretionary$61.8M
Non-Disc.$158K
Employees5
Clients400
DateDec 2013
Total AUM$51.5M
Discretionary$50M
Non-Disc.$1.5M
Employees5
Clients300
DateOct 2013
Total AUM$51.5M
Discretionary$50M
Non-Disc.$1.5M
Employees5
Clients300
DateJun 2013
Total AUM$51.5M
Discretionary$50M
Non-Disc.$1.5M
Employees5
Clients300
DateFeb 2013
Total AUM$51.5M
Discretionary$50M
Non-Disc.$1.5M
Employees5
Clients300
DateNov 2012
Total AUM$50M
Discretionary$12M
Non-Disc.$38M
Employees7
Clients200
DateSep 2012
Total AUM$50M
Discretionary$12M
Non-Disc.$38M
Employees6
Clients200
DateMar 2012
Total AUM$50M
Discretionary$12M
Non-Disc.$38M
Employees6
Clients200
DateMar 2012
Total AUM$50M
Discretionary$12M
Non-Disc.$38M
Employees6
Clients200
DateJan 2012
Total AUM$50M
Discretionary$12M
Non-Disc.$38M
Employees6
Clients200
DateMar 2011
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--