DAVIDSON ADVISORY GROUP, LLC
Legal name: BEACON CAPITAL ADVISORY GROUP
CRD #333090 SEC #801-131303 CHARLOTTE, NC 877-801-2322
SEC Registered
Total AUM
$151.7M
Discretionary
$151.7M
Employees
5
Clients
10
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $151.7M | $151.7M | $0 | 5 | 0 |
| Jul 2025 | $151.7M | $151.7M | $0 | 5 | 0 |
| Jun 2025 | $151.7M | $151.7M | $0 | 6 | 0 |
| Apr 2025 | $151.7M | $151.7M | $0 | 6 | 0 |
| Feb 2025 | $151.7M | $151.7M | $0 | 5 | 0 |
| Nov 2024 | $105.5M | $105.5M | $0 | 5 | 0 |
| Nov 2024 | $105.5M | $105.5M | $0 | 5 | 0 |
| Nov 2024 | $105.5M | $105.5M | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
DateAug 2025
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0