CRD: 127368
Beacon Investment Advisors LLC
$541.9M Total AUM
$541.9M Disc. AUM
29.3% 3Y CAGR
2 Employees
127 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2003
- Office Locations
- 1
Office Locations
7 Brookes Ave. Gaithersburg MD
About Beacon Investment Advisors LLC
Beacon Investment Advisors LLC is a fee-only, independent RIA in Gaithersburg, MD providing discretionary portfolio management and financial planning. The firm serves both retail and institutional relationships, including business owners and entrepreneurs. Portfolios are implemented heavily with ETFs and are custodied primarily at Fidelity/NFS.
Team overview
-- AVG AGE
$541.9M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CORNELL P ABOD
Investment Advisor
- CRD
- #4686856
- Ownership
- 75% or more
Available
Available
Available
E
ERIC JOSEPH KLEINSCHMIDT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,900,982 | $1,016,700 |
| Non-Discretionary | $0 | -- |
| Total | $541,900,982 | $1,016,700 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | 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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