CRD: 127368
Beacon Investment Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-19-2003
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 27, 2026, reported AUM increased 60.5%, from $337.6M to $541.9M.
Across 5 reported observations, AUM increased 156.4% between July 15, 2022 and March 27, 2026, from $211.4M to $541.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 127 clients, or 127 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Beacon Investment Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CORNELL P ABOD
Investment Advisor
- CRD
- #4686856
- Ownership
- 75% or more
ERIC JOSEPH KLEINSCHMIDT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Beacon Investment Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beacon Investment Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.