{
  "crd_number": 127368,
  "slug": "beacon-investment-advisors-llc-gaithersburg-md-127368",
  "primary_business_name": "BEACON INVESTMENT ADVISORS LLC",
  "legal_name": "BEACON INVESTMENT ADVISORS LLC",
  "dbas": [],
  "city": "Gaithersburg",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 541900982.0,
  "raum_discretionary": 541900982.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 107260835.0,
      "count": 59
    },
    "pension_profit_sharing": {
      "raum": 11470643.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 222936168.0,
      "count": 59
    },
    "corporations_other_businesses": {
      "raum": 200233336.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "TX",
    "VA"
  ],
  "websites": [
    "https://beaconadvisors.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127368",
  "city_as_filed": "GAITHERSBURG",
  "url": "https://advisorcensus.com/firm/beacon-investment-advisors-llc-gaithersburg-md-127368",
  "display_name": "Beacon Investment Advisors LLC",
  "summary": "Beacon Investment Advisors LLC is an SEC-registered investment advisory firm in Gaithersburg, MD, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Beacon Investment Advisors LLC (CRD 127368): 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",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Investment Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Beacon Investment Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $500,000: 2% a year; $500,000 to $1,000,000: 1.8% a year; $1,000,000 to $2,000,000: 1.6% a year; $2,000,000 to $3,000,000: 1.4% a year; $3,000,000 to $5,000,000: 1.25% a year; Above $5,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Beacon Investment Advisors LLC located?",
      "a": "Beacon Investment Advisors LLC's principal office is in Gaithersburg, MD, according to its Form ADV."
    },
    {
      "q": "Is Beacon Investment Advisors LLC registered with the SEC or a state?",
      "a": "Beacon Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 127368."
    },
    {
      "q": "How much does Beacon Investment Advisors LLC manage?",
      "a": "Beacon Investment Advisors LLC reports $541,900,982 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beacon Investment Advisors LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Beacon Investment Advisors LLC: Regulatory assets under management: $211,388,000 in the October 2022 data and $541,900,982 in the October 2026 data, up 156%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beacon Investment Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (59); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Beacon Investment Advisors LLC use?",
      "a": "Beacon Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beacon Investment Advisors LLC 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/127368"
    },
    {
      "q": "What changed in Beacon Investment Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $337,612,569 to $541,900,982 (+61%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 211388000.0,
      "total_employees": 1,
      "filing_date": "2022-07-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 219921244.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 257803803.0,
      "total_employees": 1,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 337612569.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 541900982.0,
      "total_employees": 2,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $337,612,569 to $541,900,982 (+61%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "2%"
      },
      {
        "band": "$500,000 to $1,000,000",
        "rate": "1.8%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "1.6%"
      },
      {
        "band": "$2,000,000 to $3,000,000",
        "rate": "1.4%"
      },
      {
        "band": "$3,000,000 to $5,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 2% a year",
          "$500,000 to $1,000,000: 1.8% a year",
          "$1,000,000 to $2,000,000: 1.6% a year",
          "$2,000,000 to $3,000,000: 1.4% a year",
          "$3,000,000 to $5,000,000: 1.25% a year",
          "Above $5,000,000: 1% a year"
        ],
        "quotes": [
          "Beacon uses the following basic marginal fee schedule: Assets Under Management Annual Fee On the first $500,000 2.00% On the next $500,000 1.80% On the next $1,000,000 1.60% On the next $1,000,000 1.40% On the next $2,000,000 1.25% Above $5,000,000 1.00%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 2.0
        },
        {
          "min": 500000.0,
          "max": 1000000.0,
          "rate_pct": 1.8
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 1.6
        },
        {
          "min": 2000000.0,
          "max": 3000000.0,
          "rate_pct": 1.4
        },
        {
          "min": 3000000.0,
          "max": 5000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Beacon uses the following basic marginal fee schedule: Assets Under Management Annual Fee On the first $500,000 2.00% On the next $500,000 1.80% On the next $1,000,000 1.60% On the next $1,000,000 1.40% On the next $2,000,000 1.25% Above $5,000,000 1.00%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES 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-investment-advisors-llc-gaithersburg-md-127368.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 107260835.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 222936168.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 11470643.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 200233336.0
    }
  ],
  "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/127368",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}