{
  "crd_number": 288833,
  "slug": "beacon-global-advisor-network-llc-atlanta-ga-288833",
  "primary_business_name": "BEACON GLOBAL ADVISOR NETWORK, LLC",
  "legal_name": "BEACON GLOBAL ADVISOR NETWORK, LLC",
  "dbas": [
    "1.618 FINANCIAL SERVICES",
    "ALTOR WEALTH MANAGEMENT",
    "AUSTEN MORRIS ASSOCIATES",
    "BEACON GLOBAL ADVISORS",
    "BEN BUCKLEY FINANCE",
    "BLACKPOINT CAPITAL PARTNERS",
    "BLUE OCEAN GLOBAL WEALTH MANAGEMENT",
    "CAMERON JAMES USA",
    "CHASE BUCHANAN",
    "DEVERE & PARTNERS SWITZERLAND SA",
    "EBG INTERNATIONAL",
    "EXPAT WEALTH PARTNERS",
    "FERREIRA SIMOES ENTERPRISES LTD",
    "FOSTER WEALTH ADVISORS",
    "FUTURE START FINANCIAL PLANNING",
    "HARRISON BROOK",
    "IFS HONG KONG",
    "LOADSTONE GROUP, LTD",
    "PARATUS WEALTH",
    "PEREGRINE & BLACK",
    "PYRMONT INTERNATIONAL LTD",
    "RENASCENCE & PARTNERS LLC",
    "ROSEFINCH INVESTMENT ADVISORS",
    "SILVERHALL GLOBAL WEALTH",
    "THE WEALTH GENESIS",
    "TITAN WEALTH INTERNATIONAL (USA)",
    "UNITED MANAGEMENT",
    "W1 INVESTMENT GROUP",
    "WHITE KNIGHT",
    "XL BUSINESS"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-06",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 745075914.0,
  "raum_discretionary": 741620736.0,
  "raum_non_discretionary": 3455178.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 61,
  "advisory_employees": 61,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 433023442.0,
      "count": 1203
    },
    "high_net_worth_individuals": {
      "raum": 312052472.0,
      "count": 185
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bganetwork.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288833",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/beacon-global-advisor-network-llc-atlanta-ga-288833",
  "display_name": "Beacon Global Advisor Network, LLC",
  "summary": "Beacon Global Advisor Network, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Beacon Global Advisor Network, LLC (CRD 288833): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Global Advisor Network, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Global Advisor Network, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Beacon Global Advisor Network, LLC located?",
      "a": "Beacon Global Advisor Network, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 20 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Beacon Global Advisor Network, LLC registered with the SEC or a state?",
      "a": "Beacon Global Advisor Network, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288833."
    },
    {
      "q": "How much does Beacon Global Advisor Network, LLC manage?",
      "a": "Beacon Global Advisor Network, LLC reports $745,075,914 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beacon Global Advisor Network, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beacon Global Advisor Network, LLC: Regulatory assets under management: $399,686,834 in the October 2021 data and $745,075,914 in the October 2026 data, up 86%. Total employees: 56 in October 2021 and 61 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beacon Global Advisor Network, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,203); high net worth individuals (185)."
    },
    {
      "q": "Which custodians does Beacon Global Advisor Network, LLC use?",
      "a": "Beacon Global Advisor Network, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC, Novia Global Ltd and RL 360 Insurance Company, Ltd. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beacon Global Advisor Network, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288833"
    },
    {
      "q": "What changed in Beacon Global Advisor Network, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $396,867,180 to $745,075,914 (+88%). Employees performing advisory functions went from 60 to 61."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 399686834.0,
      "total_employees": 56,
      "filing_date": "2021-08-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 145920188.0,
      "total_employees": 50,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169364000.0,
      "total_employees": 48,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 291581847.0,
      "total_employees": 48,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 396867180.0,
      "total_employees": 53,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 745075914.0,
      "total_employees": 61,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $396,867,180 to $745,075,914 (+88%).",
        "Employees performing advisory functions went from 60 to 61."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 50 to 60.",
        "Item 11 disclosure answers changed: 2 yes answers, previously 4 (now no: 11.A(1), 11.A(2)).",
        "Added the business name 1.618 Financial Services.",
        "Added the business name Altor Wealth Management.",
        "Added the business name Austen Morris Associates.",
        "Added the business name BEN Buckley Finance.",
        "Added the business name Blue Ocean Global Wealth Management.",
        "Added the business name EBG International.",
        "Added the business name Expat Wealth Partners.",
        "Added the business name Ferreira Simoes Enterprises Ltd.",
        "Added the business name Foster Wealth Advisors.",
        "Added the business name Future Start Financial Planning.",
        "Added the business name Paratus Wealth.",
        "Added the business name Pyrmont International Ltd.",
        "Added the business name Rosefinch Investment Advisors.",
        "Added the business name United Management.",
        "Added the business name W1 Investment Group.",
        "Added the business name White Knight.",
        "Added the business name XL Business.",
        "No longer lists the business name Austen Morris Associates USA.",
        "No longer lists the business name MWC Group.",
        "No longer lists the business name W1 Investment Group USA.",
        "Added an office in Boca Raton, FL.",
        "Added an office in Estepona.",
        "Added an office in Hong Kong.",
        "Added an office in Hook.",
        "Added an office in London.",
        "Added an office in New York, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Novia Global Ltd",
      "name_as_filed": "NOVIA GLOBAL LTD",
      "affiliated": false
    },
    {
      "name": "RL 360 Insurance Company, Ltd.",
      "name_as_filed": "RL 360 INSURANCE COMPANY, LTD.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/beacon-global-advisor-network-llc-atlanta-ga-288833.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1203,
      "fewer_than_5": false,
      "raum": 433023442.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 185,
      "fewer_than_5": false,
      "raum": 312052472.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288833",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}