# Beacon Financial Advisory

Beacon Financial Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 174334
- **SEC file number:** 801-108381
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174334

## About

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.

## Questions

### 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.

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- [Exodus Wealth, LLC](https://altss.com/profile/exodus-wealth-llc)
- [Kirtland Hills Capital Management](https://altss.com/profile/kirtland-hills-capital-management-llc)

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Last updated: 2026-07-06T01:24:12.183Z

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