BEACON FINANCIAL GROUP, INC.
CRD #317775 SEC #801-122901 AURORA, OH 216-998-0100
SEC Registered
Total AUM
$745.9M
Discretionary
$610.8M
Employees
7
Clients
51
Accounts
1,298
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 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 |
|---|---|---|---|---|
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ VICE PRSIDENT | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ DIRECTOR OF CLIENT SERVICES | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ DIRECTOR OF CLIENT SERVICES | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ VICE PRSIDENT | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ VICE PRESIDENT | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ VICE PRESIDENT | NA | Control |
| BAUER, JANET, MARIE | I | CHIEF COMPLIANCE OFFICER/ VICE PRESIDENT | NA | Control |
| BESINGER, BRENT, F | I | PRESIDENT/ CHIEF EXECUTIVE ADVISOR | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT/ CHIEF EXECUTIVE ADVISOR | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT/ CHIEF EXECUTIVE ADVISOR | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT/ CHIEF EXECUTIVE ADVISOR | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT | E | Control |
| BESINGER, BRENT, F | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (5)
CA FL LA OH TX
Address
173 SOUTH CHILLICOTHE ROADAURORA, OH 44202
United States
Phone: 216-998-0100