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DAVIDSON ADVISORY GROUP, LLC

C45
CRD 333090·SEC 801-131303·CHARLOTTE, NC
AUM
$223.5M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$671K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVIDSON ADVISORY GROUP, LLC
CRD
333090
SEC file #
801-131303
EIN
—
DBA names
Beacon Capital Advisory Group

Economics

AUM
$223.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$151.7M → $223.5M▲ +47%
Client mix
Individuals Other136
Individuals High Net Worth48

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMFixed feesCommissionsOther Compensation

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/company/beaconcag/?viewasmember=true(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROTATORI, DAVID, FRANK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROTATORI, DAVID, FRANK
ZACCARELLI, CHRISTOPHER, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5008972
Trust Company Affiliate
No

People (2)

2
ZACCARELLI, CHRISTOPHER, WILLIAM
IAR · Direct Owner · 62.5%
4949009
ROTATORI, DAVID, FRANK
IAR · Direct Owner · 62.5%
5008972