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

Clients

Accounts

405

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 26, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ROTATORI, DAVID, FRANK	I	MANAGING PARTNER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control
ZACCARELLI, CHRISTOPHER, WILLIAM	I	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Aug 26, 2025 REGISTERED

Notice Filings (4)

AK NC NH NY

Address

2901 COLTSGATE RD
SUITE 102
CHARLOTTE, NC 28211
United States

Phone: 877-801-2322