Beacon Financial Advisors Ltd
Beacon Financial Advisors Ltd is an SEC-registered ria in Houston, TX with $296.9M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Beacon Financial Advisors Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106164, SEC 801-43463, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $296.9M (2026-06-09)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 2
- Clients
- 86
- CRD
- 106164
- Ownership
- HEBERT, MILISSA; HEBERT, MARCEL, JOHN; HEBERT, JOSHUA, JOHN; HEBERT, MILISSA, BROUSSARD
How much AUM does Beacon Financial Advisors Ltd have?
Beacon Financial Advisors Ltd reported $296.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Beacon Financial Advisors Ltd?
Disclosed owners and executives of Beacon Financial Advisors Ltd include HEBERT, MILISSA, HEBERT, MARCEL, JOHN, HEBERT, JOSHUA, JOHN, HEBERT, MILISSA, BROUSSARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.