# 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.

- CRD: 325860
- Filed as: BEACON HILL WEALTH MANAGEMENT LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Victoria, Bc, Canada
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325860
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-hill-wealth-management-ltd-victoria-bc-325860

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- $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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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: $148,554,973
- Discretionary: $106,425,864
- Non-discretionary: $42,129,109

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $61,843,205 |
| High net worth individuals | 44 | $86,711,768 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconhillwm.ca
- Facebook @BeaconHillWealthManagement
- LinkedIn @beacon-hill-wealth-management
- LinkedIn @chrisstooksbury
- LinkedIn @philhogandotcom
- X @PhilHoganCPA
- YouTube @PhilHoganCPA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | February 2, 2024 |
| October 2025 | $105,698,660 | 5 | March 18, 2025 |
| October 2026 | $148,554,973 | 6 | September 17, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Hill Wealth Management Ltd (CRD 325860): Form ADV filing data as of October 2026.