SourcingSourcing

BEACON FINANCIAL ADVISORS, INC.

C25
CRD 119672·SEC 801-77929·RYE BROOK, NY
AUM
$228.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$684K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACON FINANCIAL ADVISORS, INC.
CRD
119672
SEC file #
801-77929
EIN
—
DBA names
Beacon Financial Advisors

Economics

AUM
$228.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$119.6M → $228.0M▲ +91%
Client mix
Individuals High Net Worth38
Individuals Other9
Pension Profit Sharing Plans2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
RYE BROOK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
beaconfinadv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINS, BENJAMIN, DAVIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROBINS, BENJAMIN, DAVIS
ROBINS, RONALD, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BEACONFINADV.COM
Rdap Domain Creation Date
2005-05-03T23:05:55Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
44,638
Form 5500 Compensation Trajectory 3y
202544,638
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
44,638
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-03T23:05:55Z
Rdap Domain Last Changed
2023-05-04T17:49:03Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6079352
Trust Company Affiliate
No

People (4)

4
ROBINS, BENJAMIN, DAVIS
IAR · Direct Owner · 87.5%
6079352
ROBINS, RONALD, M
IAR · Executive Officer · 2.5%
2294445
OSTER, ANDREW, ELLIS
IAR
4635272
Connor Brett Abernathy
IAR
7944242