BEACON FINANCIAL ADVISORY LLC
CRD #174334 SEC #801-108381 CLEVELAND, OH 216-910-1850
SEC Registered
Total AUM
$677.6M
Discretionary
$677.6M
Employees
13
Clients
1
Accounts
2,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $677.6M | $677.6M | $0 | 13 | 3 |
| Jun 2025 | $677.6M | $677.6M | $0 | 13 | 3 |
| Jun 2025 | $677.6M | $677.6M | $0 | 13 | 3 |
| Mar 2025 | $677.6M | $677.6M | $0 | 13 | 3 |
| Feb 2025 | $594.4M | $519.7M | $74.8M | 13 | 2 |
| Dec 2024 | $594.4M | $519.7M | $74.8M | 13 | 2 |
| Oct 2024 | $594.4M | $519.7M | $74.8M | 13 | 2 |
| Sep 2024 | $594.4M | $519.7M | $74.8M | 13 | 2 |
| Mar 2024 | $594.4M | $519.7M | $74.8M | 14 | 2 |
| Dec 2023 | $554.4M | $495.8M | $58.6M | 14 | 3 |
| Dec 2023 | $554.4M | $495.8M | $58.6M | 17 | 3 |
| Dec 2023 | $554.4M | $495.8M | $58.6M | 17 | 3 |
| Dec 2023 | $554.4M | $495.8M | $58.6M | 26 | 3 |
| Oct 2023 | $554.4M | $495.8M | $58.6M | 25 | 3 |
| Oct 2023 | $554.4M | $495.8M | $58.6M | 26 | 3 |
| Apr 2023 | $554.4M | $495.8M | $58.6M | 25 | 3 |
| Mar 2023 | $554.4M | $495.8M | $58.6M | 25 | 3 |
| Dec 2022 | $831.2M | $771.3M | $60M | 25 | 3 |
| Oct 2022 | $831.2M | $771.3M | $60M | 27 | 3 |
| Oct 2022 | $831.2M | $771.3M | $60M | 28 | 3 |
| Sep 2022 | $831.2M | $771.3M | $60M | 29 | 3 |
| Jul 2022 | $831.2M | $771.3M | $60M | 29 | 3 |
| May 2022 | $831.2M | $771.3M | $60M | 29 | 3 |
| May 2022 | $831.2M | $771.3M | $60M | 29 | 3 |
| Mar 2022 | $831.2M | $771.3M | $60M | 30 | 3 |
| Feb 2022 | $667.5M | $622.7M | $44.9M | 30 | 0 |
| Sep 2021 | $667.5M | $622.7M | $44.9M | 30 | 0 |
| Apr 2021 | $667.5M | $622.7M | $44.9M | 30 | 0 |
| Mar 2021 | $667.5M | $622.7M | $44.9M | 30 | 0 |
| Mar 2021 | $667.5M | $622.7M | $44.9M | 29 | 0 |
| Mar 2021 | $667.5M | $622.7M | $44.9M | 28 | 0 |
| Mar 2021 | $667.5M | $622.7M | $44.9M | 28 | 0 |
| Dec 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Nov 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Nov 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Nov 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Jul 2020 | $453.9M | $414.5M | $39.4M | 27 | 0 |
| May 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| May 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Apr 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Apr 2020 | $453.9M | $414.5M | $39.4M | 28 | 0 |
| Mar 2020 | $453.9M | $414.5M | $39.4M | 19 | 0 |
| Mar 2020 | $336.4M | $336.4M | $0 | 19 | 0 |
| Feb 2020 | $336.4M | $336.4M | $0 | 18 | 0 |
| Feb 2020 | $336.4M | $336.4M | $0 | 18 | 0 |
| Oct 2019 | $336.4M | $336.4M | $0 | 18 | 0 |
| Oct 2019 | $336.4M | $336.4M | $0 | 18 | 0 |
| Jul 2019 | $336.4M | $336.4M | $0 | 18 | 0 |
| Jun 2019 | $336.4M | $336.4M | $0 | 18 | 0 |
| Feb 2019 | $336.4M | $336.4M | $0 | 18 | 0 |
| Feb 2019 | $321.8M | $321.8M | $0 | 18 | 629 |
| Dec 2018 | $321.8M | $321.8M | $0 | 18 | 629 |
| Oct 2018 | $321.8M | $321.8M | $0 | 17 | 629 |
| Aug 2018 | $321.8M | $321.8M | $0 | 17 | 629 |
| May 2018 | $321.8M | $321.8M | $0 | 16 | 629 |
| Apr 2018 | $321.8M | $321.8M | $0 | 16 | 629 |
| Mar 2018 | $321.8M | $321.8M | $0 | 16 | 629 |
| Jan 2018 | $227.7M | $227.7M | $0 | 16 | 629 |
| Jan 2018 | $227.7M | $227.7M | $0 | 16 | 629 |
| Dec 2017 | $227.7M | $227.7M | $0 | 16 | 629 |
| Nov 2017 | $227.7M | $227.7M | $0 | 16 | 629 |
| Nov 2017 | $227.7M | $227.7M | $0 | 17 | 629 |
| Nov 2017 | $227.7M | $227.7M | $0 | 17 | 629 |
| Nov 2017 | $227.7M | $227.7M | $0 | 17 | 629 |
| Sep 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Sep 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Aug 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| May 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Apr 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Apr 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Mar 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Mar 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Mar 2017 | $227.7M | $227.7M | $0 | 17 | 520 |
| Mar 2017 | $227.7M | $227.7M | $0 | 14 | 520 |
| Nov 2016 | $129.3M | $129.3M | $0 | 14 | 126 |
| Oct 2016 | $129.3M | $129.3M | $0 | 14 | 126 |
| Sep 2016 | $129.3M | $129.3M | $0 | 14 | 126 |
| Sep 2016 | $129.3M | $129.3M | $0 | 14 | 126 |
DateDec 2025
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees13
Clients3
DateJun 2025
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees13
Clients3
DateJun 2025
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees13
Clients3
DateMar 2025
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees13
Clients3
DateFeb 2025
Total AUM$594.4M
Discretionary$519.7M
Non-Disc.$74.8M
Employees13
Clients2
DateDec 2024
Total AUM$594.4M
Discretionary$519.7M
Non-Disc.$74.8M
Employees13
Clients2
DateOct 2024
Total AUM$594.4M
Discretionary$519.7M
Non-Disc.$74.8M
Employees13
Clients2
DateSep 2024
Total AUM$594.4M
Discretionary$519.7M
Non-Disc.$74.8M
Employees13
Clients2
DateMar 2024
Total AUM$594.4M
Discretionary$519.7M
Non-Disc.$74.8M
Employees14
Clients2
DateDec 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees14
Clients3
DateDec 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees17
Clients3
DateDec 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees17
Clients3
DateDec 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees26
Clients3
DateOct 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees25
Clients3
DateOct 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees26
Clients3
DateApr 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees25
Clients3
DateMar 2023
Total AUM$554.4M
Discretionary$495.8M
Non-Disc.$58.6M
Employees25
Clients3
DateDec 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees25
Clients3
DateOct 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees27
Clients3
DateOct 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees28
Clients3
DateSep 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees29
Clients3
DateJul 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees29
Clients3
DateMay 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees29
Clients3
DateMay 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees29
Clients3
DateMar 2022
Total AUM$831.2M
Discretionary$771.3M
Non-Disc.$60M
Employees30
Clients3
DateFeb 2022
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees30
Clients0
DateSep 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees30
Clients0
DateApr 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees30
Clients0
DateMar 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees30
Clients0
DateMar 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees29
Clients0
DateMar 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees28
Clients0
DateMar 2021
Total AUM$667.5M
Discretionary$622.7M
Non-Disc.$44.9M
Employees28
Clients0
DateDec 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateNov 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateNov 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateNov 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateJul 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees27
Clients0
DateMay 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateMay 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateApr 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateApr 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees28
Clients0
DateMar 2020
Total AUM$453.9M
Discretionary$414.5M
Non-Disc.$39.4M
Employees19
Clients0
DateMar 2020
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees19
Clients0
DateFeb 2020
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateJul 2019
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateJun 2019
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateFeb 2019
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees18
Clients0
DateFeb 2019
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees18
Clients629
DateDec 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees18
Clients629
DateOct 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees17
Clients629
DateAug 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees17
Clients629
DateMay 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees16
Clients629
DateApr 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees16
Clients629
DateMar 2018
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees16
Clients629
DateJan 2018
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees16
Clients629
DateJan 2018
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees16
Clients629
DateDec 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees16
Clients629
DateNov 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees16
Clients629
DateNov 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients629
DateNov 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients629
DateNov 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients629
DateSep 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateSep 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateAug 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateMay 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateApr 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateApr 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateMar 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateMar 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateMar 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees17
Clients520
DateMar 2017
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees14
Clients520
DateNov 2016
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients126
DateOct 2016
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients126
DateSep 2016
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients126
DateSep 2016
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients126