B
$108.8M Total AUM
$108.4M Disc. AUM
-- 3Y CAGR
3 Employees
96 ADV. Clients
18 yrs Firm Age
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- Custodian
- Alerus · Charles Schwab & Company · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-25-2008
- Office Locations
- 1
Office Locations
1429 Business Center Drive Conyers GA
About Beacon Financial Advisers, Inc.
Beacon Financial Advisers, Inc. is a Conyers-based RIA. The firm has been operating for 18 years. Managing $108.8M in total assets under management, with 2 advisory representatives. They custody assets with Alerus and Charles Schwab & Company.
Team overview
-- AVG AGE
$54.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHAD M LACKEY
Chief Compliance Officer, Owner
- CRD
- #4869524
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,424,689 | $163,121 |
| Non-Discretionary | $406,874 | $44,603 |
| Total | $108,831,563 | $158,522 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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