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Beacon Financial Advisory
Beacon Financial Advisory LLC is an SEC-registered investment adviser in Cleveland, Ohio, registered since 2016. The firm manages approximately $901 million in...
Beacon Financial Advisory
Beacon Financial Advisory LLC is an SEC-registered investment adviser in Cleveland, Ohio, registered since 2016. The firm manages approximately $901 million in assets. It has 13 employees and 13 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Beacon Financial Advisory source proprietary deal flow?
The firm has not publicly disclosed its deal sourcing methodology. As a multi-family office, it may rely on a network of external advisors, co-investment relationships, or direct sourcing, but no specific details are available in public records.
Is Beacon Financial Advisory structured as a single family office or multi-family office?
Beacon Financial Advisory is structured as a multi-family office, serving multiple wealthy families rather than a single family. This is inferred from its name and lack of attribution to a specific family or individual wealth origin.
Does Beacon Financial Advisory participate in fund commitments or only direct deals?
The firm has not publicly stated its investment vehicle preferences. Based on industry norms for multi-family offices, it may engage in both fund commitments and direct co-investments, but this is unconfirmed.
What investment stages does Beacon Financial Advisory typically target?
No public information exists regarding the firm's target investment stages. Multi-family offices typically allocate across a range of stages, from early-stage venture to mature buyouts and real assets, but Beacon Financial Advisory's specific focus is unknown.
Which sectors does Beacon Financial Advisory explicitly avoid?
The firm has not published any sector exclusion lists. In the absence of such disclosure, it is assumed the firm considers a broad range of sectors based on client preferences.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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