Beacon Financial Strategies Corp.
Beacon Financial Strategies Corp. is an SEC-registered wealth manager in Raleigh, NC with $309.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Beacon Financial Strategies Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132987, SEC 801-110734, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $309.4M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 7
- Clients
- 141
- CRD
- 132987
- Ownership
- CAMPBELL, ERIN, PRICE; HYMILLER, NATHAN, ROSS
How much AUM does Beacon Financial Strategies Corp. have?
Beacon Financial Strategies Corp. reported $309.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Beacon Financial Strategies Corp.?
Disclosed owners and executives of Beacon Financial Strategies Corp. include CAMPBELL, ERIN, PRICE, HYMILLER, NATHAN, ROSS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.