# BEACON WEALTHCARE LLC

BEACON WEALTHCARE LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 312556
- Type: SEC-registered investment adviser
- SEC file number: 801-120334
- Location: 1633 GLENWOOD AVE, RALEIGH, NC, 27608
- Phone: 919-821-5225
- Latest filing: 2026-01-20
- Regulatory AUM: $308.3M
- Discretionary AUM: $306.3M
- Non-discretionary AUM: $2.0M
- Clients: 6
- Accounts: 908

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Thomas Smith | MEMBER, OWNER | Elmsford, NY |
| Jared B Korver | MEMBER, OWNER | — |
| Geoffrey Allan Hall | MEMBER, OWNER | — |
| Patricia Ann Hall | CHIEF COMPLIANCE OFFICER | — |
| SMITH ALLEN THOMAS | MEMBER, OWNER | — |
| HALL JUDITH ANN | CHIEF COMPLIANCE OFFICER | — |
| HALL MARK ALLAN | MEMBER, OWNER | — |
| KORVER JARED B | MEMBER, OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312556/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312556/similar
- Related entities: https://search.stillhousedata.com/firm/312556/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312556

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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.