CRD: 174334
Beacon Financial Advisory LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-17-2015
- Office Locations
- 3
Office Locations
About Beacon Financial Advisory LLC
Beacon Financial Advisory is an independent, fiduciary planning and investment management firm that partners with clients on goal-based financial plans, portfolio management, and retirement income/distribution strategy, including tax-efficient investing, insurance reviews, and employer retirement plan management. Its academically grounded, long-term approach uses open-architecture portfolios across mutual funds, ETFs, and alternatives, with custody options including Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY GILLER RANDALL
Chief Executive Officer, Managing Member, Owner
- CRD
- #2143449
- Ownership
- 75% or more
DEBORAH LYNN GEORGE
Chief Operations Officer
- CRD
- #4383646
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ryan David Cass
--
- CRD
- #7540639
THOMAS MICHAEL GENCO
--
- CRD
- #2957076
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $900,724,380 | $354,337 |
| Non-Discretionary | $0 | -- |
| Total | $900,724,380 | $354,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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