| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornell P Abod Control | Member | Over 75% | 2003 |
| Eric Joseph Kleinschmidt | Chief Compliance Officer | Under 5% | 2024 |
Beacon Investment Advisors LLC reports $337.6 million in regulatory assets under management on its Form ADV.
Beacon Investment Advisors LLC reports 2 employees.
Beacon Investment Advisors LLC is based in Gaithersburg, MD and has been SEC-registered since 2022.
Beacon Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7 Brookes Avenue, Gaithersburg, MD 20877 |
| Phone | 301-670-1700 |
| Fax | 301-840-1901 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $337.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $337.6M |