# Beacon Financial Strategies Corp.

> Beacon Financial Strategies Corp. is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 132987
- Filed as: BEACON FINANCIAL STRATEGIES CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132987
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-financial-strategies-corp-raleigh-nc-132987

## Quick answers

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

**How much does Beacon Financial Strategies Corp. charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $400 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beacon Financial Strategies Corp. located?**
Beacon Financial Strategies Corp.'s principal office is in Raleigh, NC, according to its Form ADV.

**Is Beacon Financial Strategies Corp. registered with the SEC or a state?**
Beacon Financial Strategies Corp. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 132987.

**How much does Beacon Financial Strategies Corp. manage?**
Beacon Financial Strategies Corp. reports $309,434,084 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (97% discretionary).

**How have Beacon Financial Strategies Corp.'s assets and staff changed since 2021?**
In the Form ADV data for Beacon Financial Strategies Corp.: Regulatory assets under management: $208,651,732 in the October 2021 data and $309,434,084 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beacon Financial Strategies Corp. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (43); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Beacon Financial Strategies Corp. use?**
Beacon Financial Strategies Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Beacon Financial Strategies Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132987

**What changed in Beacon Financial Strategies Corp.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $277,086,010 to $309,434,084 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Hourly rate: $400 an hour

> Beacon Financial Strategies bases its fees on a percentage of assets under management, fixed fees (not including subscription fees), project-related fees, and occasionally hourly fees. Beacon’s current hourly fee rate is $400.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $309,434,084
- Discretionary: $300,754,464
- Non-discretionary: $8,679,620

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $11,977,720 |
| High net worth individuals | 97 | $288,776,744 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,679,620 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconfinancialstrategies.com
- Facebook @BEACONFINANCIALSTRATEGIES
- LinkedIn @BEACON-FINANCIAL-STRATEGIES

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $208,651,732 | 5 | February 8, 2021 |
| October 2022 | $240,491,481 | 4 | March 3, 2022 |
| October 2023 | $222,977,033 | 5 | February 21, 2023 |
| October 2024 | $256,084,046 | 5 | January 25, 2024 |
| October 2025 | $277,086,010 | 6 | May 13, 2025 |
| October 2026 | $309,434,084 | 7 | February 11, 2026 |

Regulatory assets under management: $208,651,732 in the October 2021 data and $309,434,084 in the October 2026 data, up 48%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $277,086,010 to $309,434,084 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Financial Strategies Corp. (CRD 132987): Form ADV filing data as of October 2026.