# Beacon Financial Advisers, Inc.

> Beacon Financial Advisers, Inc. is a state-registered investment advisory firm in Conyers, GA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 125085
- Filed as: BEACON FINANCIAL ADVISERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Conyers, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125085
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-financial-advisers-inc-conyers-ga-125085

## Quick answers

**How is Beacon Financial Advisers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Financial Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beacon Financial Advisers, Inc. located?**
Beacon Financial Advisers, Inc.'s principal office is in Conyers, GA, according to its Form ADV.

**Is Beacon Financial Advisers, Inc. registered with the SEC or a state?**
Beacon Financial Advisers, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 125085.

**How much does Beacon Financial Advisers, Inc. manage?**
Beacon Financial Advisers, Inc. reports $108,831,563 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Beacon Financial Advisers, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (43); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Beacon Financial Advisers, Inc. 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/125085

## 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: $108,831,563
- Discretionary: $108,424,689
- Non-discretionary: $406,874

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $18,979,715 |
| High net worth individuals | 48 | $72,494,960 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $17,356,888 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconfa.net
- X @BEACONFINA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Financial Advisers, Inc. (CRD 125085): Form ADV filing data as of October 2026.