RIA Intel›Advisers›Kentucky›BEACON ASSET MANAGEMENT LLC

BEACON ASSET MANAGEMENT LLC

Advisory

KY

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$159K

across 226 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$2M

Non-Discretionary AUM$34M

Discretionary %6.5%

Total Clients134

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

134 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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