RIA Intel›Advisers›California›BEACON FINANCIAL MANAGEMENT LLC

BEACON FINANCIAL MANAGEMENT LLC

Advisory

CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA

#5,019

of 5,480 advisers by AUM

Average account

$525K

across 7 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

7 clients

2 high-net-worth

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

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