# Beacon Hill Investment Advisory, LLC

> Beacon Hill Investment Advisory, LLC is a state-registered investment advisory firm in Dublin, OH, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 148463
- Filed as: BEACON HILL INVESTMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148463
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-hill-investment-advisory-llc-dublin-oh-148463

## Quick answers

**How is Beacon Hill Investment Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Hill Investment Advisory, LLC 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 Hill Investment Advisory, LLC located?**
Beacon Hill Investment Advisory, LLC's principal office is in Dublin, OH, according to its Form ADV.

**Is Beacon Hill Investment Advisory, LLC registered with the SEC or a state?**
Beacon Hill Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148463.

**How much does Beacon Hill Investment Advisory, LLC manage?**
Beacon Hill Investment Advisory, LLC reports $91,684,675 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Beacon Hill Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Does Beacon Hill Investment Advisory, LLC 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/148463

## 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: $91,684,675
- Discretionary: $91,684,675
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $14,830,903 |
| High net worth individuals | 31 | $70,588,707 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | Not reported |
| Charitable organizations | 5 | $6,265,065 |
| Corporations or other businesses not listed above | 5 | $0 |

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

### Firm details
- Registered since: 2008 (17 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconhilladvisory.com
- Facebook @BEACONHILLINVESTMENTS
- LinkedIn @5228962
- X @BHILL_INVEST

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Hill Investment Advisory, LLC (CRD 148463): Form ADV filing data as of October 2026.