BEACON FINANCIAL ADVISORY LLC
C47
CRD 174334·SEC 801-108381·CLEVELAND, OH
AUM
$900.7M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $336.4M
'21 · $453.9M
'22 · $667.5M
'23 · $831.2M
'25 · $677.6M
'26 · $900.7M
'20'26
$336.4M → $900.7M▲ +168%
Client mix
| Individuals Other | 1,263 |
| Individuals High Net Worth | 286 |
| Pension Profit Sharing Plans | 5 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 20 advisors
'22 · 22 advisors
'23 · 17 advisors
'25 · 13 advisors
'26 · 13 advisors
'20'26
17 advisors → 13 advisors▼ -24%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
25825 SCIENCE PARK DRIVESUITE 110CLEVELAND, OH 44122
Business
25825 SCIENCE PARK DRIVESUITE 110CLEVELAND, OH 44122
Edgar Recent Filings
13F-HR2026-04-27 · 0002085853-26-000505
13F-HR2026-02-17 · 0002085853-26-000264