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Beacon Investment Advisors LLC
Beacon Investment Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 127368, SEC file 801-125799), with its...
Overview
Beacon Investment Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 127368, SEC file 801-125799), with its main office in Gaithersburg, Maryland. Its Form ADV filed on 27 March 2026 reports $541.9M in regulatory assets under management across 533 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$541.9M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Gaithersburg
Corporate office
Gaithersburg, MD, United States
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