BEACON FINANCIAL PARTNERS

BEACON FINANCIAL PARTNERS is an SEC-registered investment adviser (CRD 135626). Regulatory assets under management: $27.6M.

Registration

• CRD: 135626
• Type: Registered investment adviser
• Phone: 714-969-8484
• Latest filing: 2026-01-30
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135626 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search