BEACON ASSET MANAGEMENT

BEACON ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 146410). Regulatory assets under management: $36.0M.

Registration

• CRD: 146410
• Type: Registered investment adviser
• Phone: 270-688-0840
• Latest filing: 2026-01-15
• Regulatory AUM: $36.0M
• Discretionary AUM: $2.3M
• Non-discretionary AUM: $33.6M
• Clients: 2
• Accounts: 226

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search