RIA Intel›Advisers›Ohio›BEACON HILL INVESTMENT ADVISORY, LLC

BEACON HILL INVESTMENT ADVISORY, LLC

Advisory

DUBLIN, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH

#617

of 748 advisers by AUM

Average account

$309K

across 297 accounts

AUM per adviser

$23M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients108

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

108 clients

31 high-net-worth

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

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