SourcingSourcing

BEACON INVESTMENT ADVISORS LLC

C39
CRD 127368·SEC 801-125799·GAITHERSBURG, MD
AUM
$541.9M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACON INVESTMENT ADVISORS LLC
CRD
127368
SEC file #
801-125799
EIN
800064847
DBA names
—

Economics

AUM
$541.9M
AUM band
$500M-$1B
AUM trajectory
'23'26
$211.4M → $541.9M▲ +156%
Client mix
Individuals High Net Worth59
Individuals Other59
Pension Profit Sharing Plans6
Corporations3

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
GAITHERSBURG MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
beaconadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABOD, CORNELL, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ABOD, CORNELL, P
KLEINSCHMIDT, ERIC, JOSEPH
Solo Advisor Indicator
Yes
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
BEACONADVISORS.NET
Rdap Domain Creation Date
2003-08-11T20:28:53Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001961635
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-09
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001953

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7 BROOKES AVENUEGAITHERSBURG, MD 20877
Business
7 BROOKES AVENUEGAITHERSBURG, MD 20877
Edgar EIN
800064847
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001953
13F-HR2026-02-17 · 0001172661-26-000820
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-11T20:28:53Z
Rdap Domain Last Changed
2022-07-11T20:33:04Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
4686856
Trust Company Affiliate
No

People (2)

2
ABOD, CORNELL, P
IAR · Direct Owner · 87.5%
4686856
KLEINSCHMIDT, ERIC, JOSEPH
Executive Officer · 2.5%
2710290