RIA Intel›Advisers›Maryland›BEACON INVESTMENT ADVISORS LLC

BEACON INVESTMENT ADVISORS LLC

Advisory

N·GAITHERSBURG, MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$542M
1-Year AUM Growth
+17.2%
3-Year CAGR
+5.5%
Employees
1
Assets Under Management
Total AUM$542M
Discretionary AUM$542M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients120
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingMay 4, 2022
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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