# BEACON WEALTHCARE, INC.

BEACON WEALTHCARE, INC. of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 108103
- Type: SEC-registered investment adviser
- SEC file number: 801-112578
- Location: 1633 GLENWOOD AVE, RALEIGH, NC, 27608-2319
- Phone: 919-821-5225
- Latest filing: 2020-09-09
- Regulatory AUM: $191.9M
- Discretionary AUM: $188.2M
- Non-discretionary AUM: $3.7M
- Clients: 5
- Accounts: 791

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HALL JUDITH ANN | CHIEF COMPLIANCE OFFICER | — |
| BASS SAMUEL QUINCY | PRESIDENT AND DIRECTOR | — |
| GILDERSLEEVE SANDRA JOHNSON | DIRECTOR | — |
| BASS SANDRA JOHNSON | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108103/similar
- Related entities: https://search.stillhousedata.com/firm/108103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108103

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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.