Beacon Investment Advisors LLC
Beacon Investment Advisors LLC is an SEC-registered wealth manager in Gaithersburg, MD with $541.9M assets under management (AUM, regulatory AUM), +61% over one year. See who owns Beacon Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127368, SEC 801-125799, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $541.9M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Gaithersburg, MD
- Employees
- 2
- Clients
- 127
- CRD
- 127368
- Ownership
- TYRE, DOUGLAS, NELSON; ABOD, CORNELL, P; DOLAN, ERIK, J; KLEINSCHMIDT, ERIC, JOSEPH; GILLESPIE, STACEY, JEAN
How much AUM does Beacon Investment Advisors LLC have?
Beacon Investment Advisors LLC reported $541.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Beacon Investment Advisors LLC?
Disclosed owners and executives of Beacon Investment Advisors LLC include TYRE, DOUGLAS, NELSON, ABOD, CORNELL, P, DOLAN, ERIK, J, KLEINSCHMIDT, ERIC, JOSEPH, GILLESPIE, STACEY, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.