# Beacon Asset Management

> Beacon Asset Management is a state-registered investment advisory firm in Owensboro, KY, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 146410
- Filed as: BEACON ASSET MANAGEMENT
- Legal name: Beacon Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Owensboro, KY
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146410
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-asset-management-owensboro-ky-146410

## Quick answers

**How is Beacon Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Beacon Asset Management located?**
Beacon Asset Management's principal office is in Owensboro, KY, according to its Form ADV.

**Is Beacon Asset Management registered with the SEC or a state?**
Beacon Asset Management is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 146410.

**How much does Beacon Asset Management manage?**
Beacon Asset Management reports $35,955,230 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (7% discretionary).

**What types of clients does Beacon Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (12); charitable organizations (4).

**Does Beacon Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146410

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,955,230
- Discretionary: $2,339,856
- Non-discretionary: $33,615,374

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $22,316,142 |
| High net worth individuals | 12 | $10,099,532 |
| Charitable organizations | 4 | $2,339,856 |
| Corporations or other businesses not listed above | 1 | $1,199,700 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconassetmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Asset Management (CRD 146410): Form ADV filing data as of October 2026.