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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Signal glacier
- Established Date
- 09-15-2000
- Office Locations
- 2
Office Locations
About Beacon Financial Group
Beacon Financial Group is a Dallas-area fiduciary investment advisory firm focused on personalized planning for successful individuals and families, with an emphasis on retirement readiness and legacy planning. The team builds comprehensive financial plans and manages portfolios through varying market conditions, including a Beacon Risk Managed Strategy that captures risk tolerance in minutes using a Nitrogen (Riskalyze) risk score. Custody relationships include Schwab and Fidelity/NFS.
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Owner & Executives
STEPHEN ANTHONY ENGRO
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #1456472
- Ownership
- Less than 5%
LORI ANN MARKHAM
--
- CRD
- --
- Ownership
- Less than 5%
North radial
Signal beacon
- CRD
- #44996
- Ownership
- 13.5%
Showing 2 of 5 owners & executives
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Kasem Mohammad Abdullah
--
- CRD
- #6741461
MARK DIAMOND
Vice President
- CRD
- #1129298
Foundation catalyst
Focus fusion
- CRD
- #58911
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,304,179,817 | $606,032 |
| Non-Discretionary | $0 | -- |
| Total | $1,304,179,817 | $606,032 |
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Separately Managed Accounts
Total SMA Asset: $1,304,179,817
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $264,591,942 | 39.2% |
| Equity - Exchange | $118,121,403 | 17.5% |
| Cash | $292,266,099 | 43.3% |
| Total | $674,979,444 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT EAGLE | FUSION CAPITAL | 5SZYIM98W | VFBF | 3.32% | $23,801,233 |
| SIGNAL CATALYST VERTEX | FRONTIER LEGACY | EF37CFEI8 | BWW | 8.05% | $61,162,208 |
| FUSION PRIME MATRIX | FRONTIER EMBER | 9UPTRTQOB | VWONF | 6.27% | $44,182,361 |
| EMBER TIMBER | CATALYST EMBER | O8SWJ7XE4 | NXWN | 4.71% | $104,587,178 |
| PEAK VALUE INSIGHT | PEAK CATALYST | HRNDAUHG6 | LDV | 8.78% | $56,459,022 |
| OAK VECTOR | SIGNAL PEAK | J8O39UQNG | JTPZ | 5.95% | $26,601,861 |
| QUANTUM VALUE ALPHA | MERIDIAN MOMENTUM | GH4YDBFUF | ZEY | 8.04% | $5,194,235 |
| HARBOR BRIDGE | BRIDGE FOUNDATION | AGVPBNTG6 | OIRBZ | 1.22% | $100,029,525 |