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BEACON CAPITAL DISTRIBUTORS ADVISORS

Advisory

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in OH

#727

of 748 advisers by AUM

Average account

$116K

across 448 accounts

AUM per adviser

$13M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$52M

Discretionary %

9.4%

Clients

448

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$52M

Discretionary AUM$5M

Non-Discretionary AUM$47M

Discretionary %9.4%

Total Clients448

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In9 states

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

448 clients

38 high-net-worth

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

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

RODMAN DAVID LAWRENCE

ALLIANCE, OH

$52M

+4.0% 1Y

INTEGRITY FIRST PLANNERS, INC.

$52M

LIVINGSTON & JEFFERSON INC

CINCINNATI, OH

$52M

-72.4% 1Y

WEISER FINANCIAL PLANNING LLC

$52M

INTELLINOMICS, INC.

DAYTON, OH

$51M

+11.6% 1Y

ENTRUST FINANCIAL GROUP, INC.

BEACHWOOD, OH

$51M

+7.7% 1Y

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