# BEACON INVESTMENT ADVISORS LLC

BEACON INVESTMENT ADVISORS LLC of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 127368
- Type: SEC-registered investment adviser
- SEC file number: 801-125799
- Location: 7 BROOKES AVENUE, GAITHERSBURG, MD, 20877
- Phone: 301-670-1700
- Latest filing: 2026-03-27
- Regulatory AUM: $541.9M
- Discretionary AUM: $541.9M
- Clients: 2
- Accounts: 533

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Eric Joseph Kleinschmidt | CHIEF COMPLIANCE OFFICER | — |
| Cornell P Abod | MEMBER | Gaithersburg, MD |
| DOLAN JOHN J | CHIEF COMPLIANCE OFFICER | — |
| GILLESPIE STACEY JEAN | CHIEF COMPLIANCE OFFICER | — |
| TYRE DOUGLAS NELSON | CHIEF COMPLIANCE OFFICER | — |
| ABOD CORNELL P | MEMBER | — |
| KLEINSCHMIDT ERIC JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127368/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127368/similar
- Related entities: https://search.stillhousedata.com/firm/127368/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127368

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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.