{
  "crd_number": 325860,
  "slug": "beacon-hill-wealth-management-ltd-victoria-bc-325860",
  "primary_business_name": "BEACON HILL WEALTH MANAGEMENT LTD",
  "legal_name": "BEACON HILL WEALTH MANAGEMENT LTD",
  "dbas": [],
  "city": "Victoria, Bc",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 148554973.0,
  "raum_discretionary": 106425864.0,
  "raum_non_discretionary": 42129109.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 61843205.0,
      "count": 136
    },
    "high_net_worth_individuals": {
      "raum": 86711768.0,
      "count": 44
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://beaconhillwm.ca",
    "https://facebook.com/BeaconHillWealthManagement",
    "https://linkedin.com/company/beacon-hill-wealth-management",
    "https://linkedin.com/in/chrisstooksbury",
    "https://linkedin.com/in/philhogandotcom",
    "https://x.com/PhilHoganCPA",
    "https://youtube.com/@PhilHoganCPA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325860",
  "city_as_filed": "VICTORIA, BC",
  "url": "https://advisorcensus.com/firm/beacon-hill-wealth-management-ltd-victoria-bc-325860",
  "display_name": "Beacon Hill Wealth Management Ltd",
  "summary": "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.",
  "citation": "AdvisorCensus. Beacon Hill Wealth Management Ltd (CRD 325860): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Hill Wealth Management Ltd compensated?",
      "a": "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."
    },
    {
      "q": "How much does Beacon Hill Wealth Management Ltd charge?",
      "a": "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."
    },
    {
      "q": "Where is Beacon Hill Wealth Management Ltd located?",
      "a": "Beacon Hill Wealth Management Ltd's principal office is in Victoria, Bc, Canada, according to its Form ADV."
    },
    {
      "q": "Is Beacon Hill Wealth Management Ltd registered with the SEC or a state?",
      "a": "Beacon Hill Wealth Management Ltd is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325860."
    },
    {
      "q": "How much does Beacon Hill Wealth Management Ltd manage?",
      "a": "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)."
    },
    {
      "q": "How have Beacon Hill Wealth Management Ltd's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Beacon Hill Wealth Management Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (44)."
    },
    {
      "q": "Which custodians does Beacon Hill Wealth Management Ltd use?",
      "a": "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."
    },
    {
      "q": "Does Beacon Hill Wealth Management Ltd report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Beacon Hill Wealth Management Ltd state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Beacon Hill Wealth Management Ltd's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2024-02-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105698660.0,
      "total_employees": 5,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 148554973.0,
      "total_employees": 6,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "$1 to $1,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$1,000,001 to $3,000,000",
        "rate": "1%"
      },
      {
        "band": "$3,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.45%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "$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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 1.0,
          "max": 1000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 1000001.0,
          "max": 3000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 3000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.45
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "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-hill-wealth-management-ltd-victoria-bc-325860.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 136,
      "fewer_than_5": false,
      "raum": 61843205.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 86711768.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/325860",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}