RIA Intel›Advisers›Colorado›BEACON LIGHT FINANCIAL SERVICES, LLC

BEACON LIGHT FINANCIAL SERVICES, LLC

Advisory

HIGHLANDS RANCH, CO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$166K

across 100 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

33 clients

6 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 CO

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

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HOLDEN, DOUGLAS K

$17M

SWEATER INDUSTRIES LLC

$16M

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