Beacon Capital Advisory Group
Beacon Capital Advisory Group is an SEC-registered wealth manager in Charlotte, NC with $223.5M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Beacon Capital Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333090, SEC 801-131303, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $223.5M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 4
- Clients
- 184
- CRD
- 333090
- Ownership
- ROTATORI, DAVID, FRANK; ZACCARELLI, CHRISTOPHER, WILLIAM
How much AUM does Beacon Capital Advisory Group have?
Beacon Capital Advisory Group reported $223.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Beacon Capital Advisory Group?
Disclosed owners and executives of Beacon Capital Advisory Group include ROTATORI, DAVID, FRANK, ZACCARELLI, CHRISTOPHER, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.