# Beacon Investment Advisors LLC

> 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.

- CRD: 127368
- Filed as: BEACON INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gaithersburg, MD
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127368
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-investment-advisors-llc-gaithersburg-md-127368

## Quick answers

**How is Beacon Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Beacon Investment Advisors LLC charge?**
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.

**Where is Beacon Investment Advisors LLC located?**
Beacon Investment Advisors LLC's principal office is in Gaithersburg, MD, according to its Form ADV.

**Is Beacon Investment Advisors LLC registered with the SEC or a state?**
Beacon Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 127368.

**How much does Beacon Investment Advisors LLC manage?**
Beacon Investment Advisors LLC reports $541,900,982 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Beacon Investment Advisors LLC's assets and staff changed since 2022?**
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.

**What types of clients does Beacon Investment Advisors LLC serve?**
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).

**Which custodians does Beacon Investment Advisors LLC use?**
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.

**Does Beacon Investment Advisors LLC 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/127368

**What changed in Beacon Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $337,612,569 to $541,900,982 (+61%).

## 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 27, 2026)

- 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

> 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%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $541,900,982
- Discretionary: $541,900,982
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $107,260,835 |
| High net worth individuals | 59 | $222,936,168 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $11,470,643 |
| Corporations or other businesses not listed above | 3 | $200,233,336 |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [beaconadvisors.net](https://beaconadvisors.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $211,388,000 | 1 | July 15, 2022 |
| October 2023 | $219,921,244 | 1 | March 31, 2023 |
| October 2024 | $257,803,803 | 1 | March 29, 2024 |
| October 2025 | $337,612,569 | 2 | March 31, 2025 |
| October 2026 | $541,900,982 | 2 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $337,612,569 to $541,900,982 (+61%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Investment Advisors LLC (CRD 127368): Form ADV filing data as of October 2026.