# Beacon Rock Wealth Advisors

> Beacon Rock Wealth Advisors is a state-registered investment advisory firm in Camas, WA, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 131592
- Filed as: BEACON ROCK WEALTH ADVISORS
- Legal name: BR Capital, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Camas, WA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131592
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-rock-wealth-advisors-camas-wa-131592

## Quick answers

**How is Beacon Rock Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Rock Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beacon Rock Wealth Advisors located?**
Beacon Rock Wealth Advisors' principal office is in Camas, WA, according to its Form ADV.

**Is Beacon Rock Wealth Advisors registered with the SEC or a state?**
Beacon Rock Wealth Advisors is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131592.

**How much does Beacon Rock Wealth Advisors manage?**
Beacon Rock Wealth Advisors reports $8,821,600 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Beacon Rock Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); charitable organizations (1); corporations or other businesses not listed above (1).

**Does Beacon Rock Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131592

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $8,821,600
- Discretionary: $8,821,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 45 | $7,329,137 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,491,944 |
| Corporations or other businesses not listed above | 1 | $519 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconrwa.com
- reverse-mortgages.us
- Facebook @BRCAPITALINC
- Facebook @REVERSE-MORTGAGES-156853468426094
- Facebook @SSQA4U
- Facebook @BILLROLLER1959
- LinkedIn @MICHAEL-ELERATH-095A5114
- LinkedIn @billroller
- X @BILLROLLER

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Rock Wealth Advisors (CRD 131592): Form ADV filing data as of October 2026.