BEACON HILL INVESTMENT ADVISORY, LLC

BEACON HILL INVESTMENT ADVISORY, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 148463). Regulatory assets under management: $91.7M.

Registration

• CRD: 148463
• Type: Registered investment adviser
• Location: 6000 VENTURE DRIVE, DUBLIN, OH, 43017
• Phone: 614-469-4685
• Latest filing: 2026-03-30
• Regulatory AUM: $91.7M
• Discretionary AUM: $91.7M
• Clients: 4
• Accounts: 297

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search