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Beacon Financial Strategies Corp.

● SEC registered since 2017CRD 132987SEC# 801-110734Raleigh, NC
Export (members)
Reg. AUM
$277.1M
Employees
6
Accounts
549
Location
Raleigh, NC

Beacon Financial Strategies Corp. assets under management

Beacon Financial Strategies Corp. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2017. It reports $277.1 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/beacon-financial-strategiesView on SEC.gov ↗

Beacon Financial Strategies Corp. owners & executives

2 reported
NameTitleOwnershipSince
Erin Price Campbell ControlVice President50-75%2004
Nathan Ross Hymiller ControlPresident/ Cco50-75%2004

Frequently asked questions

How much does Beacon Financial Strategies Corp. manage?

Beacon Financial Strategies Corp. reports $277.1 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Strategies Corp. have?

Beacon Financial Strategies Corp. reports 6 employees.

Where is Beacon Financial Strategies Corp. located?

Beacon Financial Strategies Corp. is based in Raleigh, NC and has been SEC-registered since 2017.

Does Beacon Financial Strategies Corp. disclose fund performance?

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

Contact & registration

Address7100 Six Forks Road, Suite 135, Raleigh, NC 27615
Phone919-803-3801
Office hours9:00 a.m. - 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$270.2M
Non-discretionary$6.9M
Total (RAUM)$277.1M