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Beacon Financial Group, Inc.

CRD 317775SEC# 801-122901Aurora, OH
Export (members)
No longer SEC-registered. Beacon Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$745.9M
Employees
7
Accounts
1,298
Location
Aurora, OH

Beacon Financial Group, Inc. assets under management

Beacon Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Aurora, OH. It reports $745.9 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Beacon Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brent F Besinger ControlPresidentOver 75%2021
Janet Marie Bauer ControlChief Compliance Officer/ Vice PresidentUnder 5%2021

Frequently asked questions

How much does Beacon Financial Group, Inc. manage?

Beacon Financial Group, Inc. reports $745.9 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Group, Inc. have?

Beacon Financial Group, Inc. reports 7 employees.

Where is Beacon Financial Group, Inc. located?

Beacon Financial Group, Inc. is based in Aurora, OH.

Does Beacon Financial Group, Inc. disclose fund performance?

Beacon Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address173 South Chillicothe Road, Aurora, OH 44202
Office hours8:30a.m.- 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$610.8M
Non-discretionary$135.2M
Total (RAUM)$745.9M