AdvizorPro

Beacon Capital Advisory Group

Beacon Capital Advisory Group. CRD 333090

B

CRD: 333090

Beacon Capital Advisory Group

Charlotte, NC, 28211
8778012322
www.beaconcag.com
$223.5M Total AUM
$223.5M Disc. AUM
-- 3Y CAGR
4 Employees
188 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
FoundationAtlas optima
Established Date
10-17-2024
Office Locations
1

Office Locations

2901 Coltsgate RD Suite 102 Charlotte NC

About Beacon Capital Advisory Group

Beacon Capital Advisory Group is a Charlotte-based RIA providing fiduciary wealth planning and discretionary portfolio management for professionals building net worth, retirees, and families planning legacies. CFP® advisors create financial plans and a CFA®-led investment team (with prior Goldman Sachs experience) designs portfolios focused on capital appreciation, tax-aware retirement income, and preservation. Open-architecture with no proprietary products; clients may custody at Fidelity or Schwab.

Team overview

-- AVG AGE
$111.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

Unlock to compare peer behavior around focus quantum.
Open the full profile to inspect shifts in vector summit.
Premium access reveals conviction themes in quantum pathway.
Unlock to compare peer behavior around quantum foundation.
Unlock to see real insight on timber matrix zenith.
Unlock to compare peer behavior around capital peak.
Unlock to compare peer behavior around unison wave.
Unlock to compare peer behavior around timber focus.

Asset Classes

Optima Vector Glacier Bridge insight Zenith peak Ridge signal Value Bridge frontier

Custodian

Peak momentum Matrix vector Zenith quantum Capital Timber

Investment Themes

Focus pathway Focus vector Glacier value

Investment Vehicles

Zenith

Services

Beacon vital North harbor Crest Atlas Fusion Summit value Focus element Ember delta

Technology

Ember optima Focus

Owner & Executives

DAVID FRANK ROTATORI

DAVID FRANK ROTATORI

Managing Partner

CRD
#5008972
Ownership
50% but less than 75%
(294) 582-9301
ridge.ember@foundationcapital.com
in linkedin.com/in/optima-insight
CHRISTOPHER WILLIAM ZACCARELLI

CHRISTOPHER WILLIAM ZACCARELLI

Chief Compliance Officer, Managing Partner

CRD
#4949009
Ownership
50% but less than 75%
(341) 256-6493
prime.delta@pioneercapital.com
in linkedin.com/in/catalyst-vital

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-26-2024
08-26-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $223,538,419 $415,499
Non-Discretionary $0 --
Total $223,538,419 $415,499

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $223,538,419

$223.5M Total SMA
Public Funds:
15.8%
Equity - Exchange:
8.1%
U.S. Government/Agency:
8.3%
Cash:
8.1%
Corporate - Investment Grade:
20.5%
Derivatives:
17.0%
Municipal Bonds:
22.2%
Asset class Assets Assets %
Public Funds $179,174,528 15.8%
Equity - Exchange $91,855,296 8.1%
U.S. Government/Agency $94,123,328 8.3%
Cash $91,855,296 8.1%
Corporate - Investment Grade $232,473,280 20.5%
Derivatives $192,782,720 17.0%
Municipal Bonds $251,751,550 22.2%
Total $1,134,015,998 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform