# BEACON FINANCIAL ADVISORS LTD

BEACON FINANCIAL ADVISORS LTD of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106164
- Type: SEC-registered investment adviser
- SEC file number: 801-43463
- Location: 1800 ST. JAMES PLACE, SUITE 101, HOUSTON, TX, 77056
- Phone: 713-622-9981
- Latest filing: 2026-06-09
- Regulatory AUM: $296.9M
- Discretionary AUM: $292.6M
- Non-discretionary AUM: $4.3M
- Clients: 2
- Accounts: 492

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joshua John Hebert | PRINICIPAL AND CHIEF COMPLIANCE OFFICER | — |
| HEBERT MARCEL JOHN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT; PRINICIPAL (+2 more) | — |
| HEBERT MILISSA | SECRETARY/TREASURER | — |
| HEBERT MILISSA BROUSSARD | SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106164/similar
- Related entities: https://search.stillhousedata.com/firm/106164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106164

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.