BEACON FINANCIAL STRATEGIES CORP.

BEACON FINANCIAL STRATEGIES CORP. of RALEIGH, NC is an SEC-registered investment adviser (CRD 132987). Regulatory assets under management: $309.4M.

Registration

• CRD: 132987
• SEC file number: 801-110734
• Type: Registered investment adviser
• Location: 7100 SIX FORKS ROAD, SUITE 135, RALEIGH, NC, 27615
• Phone: 919-803-3801
• Latest filing: 2026-02-11
• Regulatory AUM: $309.4M
• Discretionary AUM: $300.8M
• Non-discretionary AUM: $8.7M
• Clients: 7
• Accounts: 560

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search