AdvisorCensus / Financial advisors / Beacon Hill Wealth Management Ltd
Beacon Hill Wealth Management Ltd is an SEC-registered investment advisory firm in Victoria, Bc, Canada, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Beacon Hill Wealth Management Ltd compensated?
On its Form ADV (Item 5.E, October 2026), Beacon Hill Wealth Management Ltd reports these compensation arrangements: a percentage of assets under its management.
How much does Beacon Hill Wealth Management Ltd charge?
Its Form ADV Part 2A brochure dated March 17, 2026 states: $1 to $1,000,000: 1.5% a year; $1,000,001 to $3,000,000: 1% a year; $3,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.5% a year; Above $10,000,001: 0.45% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Beacon Hill Wealth Management Ltd located?
Beacon Hill Wealth Management Ltd's principal office is in Victoria, Bc, Canada, according to its Form ADV.
Is Beacon Hill Wealth Management Ltd registered with the SEC or a state?
Beacon Hill Wealth Management Ltd is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325860.
How much does Beacon Hill Wealth Management Ltd manage?
Beacon Hill Wealth Management Ltd reports $148,554,973 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (72% discretionary).
How have Beacon Hill Wealth Management Ltd's assets and staff changed since 2024?
In the Form ADV data for Beacon Hill Wealth Management Ltd: Regulatory assets under management: $0 in the October 2024 data and $148,554,973 in the October 2026 data. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Beacon Hill Wealth Management Ltd serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (44).
Which custodians does Beacon Hill Wealth Management Ltd use?
Beacon Hill Wealth Management Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.
Does Beacon Hill Wealth Management Ltd 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/325860
Does Beacon Hill Wealth Management Ltd state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "We require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Beacon Hill Wealth Management Ltd's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 6. Regulatory assets under management went from $105,698,660 to $148,554,973 (+41%). Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| $1 to $1,000,000 | 1.5% |
| $1,000,001 to $3,000,000 | 1% |
| $3,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.5% |
| Above $10,000,001 | 0.45% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule: Assets Valuation Annual Fee First $1,000,000 ($1 to $1,000,000) 1.50% Next $2,000,000 ($1,000,001 to $3,000,000) 1.0% Next $2,000,000 ($3,000,001 to $5,000,000) 0.75% Next $5,000,000 ($5,000,001 to $10,000,000) 0.50% Above $10,000,000 0.45%
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$148,554,973 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $148,554,973 | 6 | September 17, 2026 |
| October 2025 | $105,698,660 | 5 | March 18, 2025 |
| October 2024 | $0 | 3 | February 2, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $148,554,973 in the October 2026 data.
Total employees: 3 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $105,698,660 to $148,554,973 (+41%).
- Registered or notice-filed in CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Beacon Hill Wealth Management Ltd (CRD 325860): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/beacon-hill-wealth-management-ltd-victoria-bc-325860