This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$224MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$224M

Private client RAUM

$224MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

538

Individual clients

136

High net worth clients

48

SEC number

801-131303

CRD

333090

Filings on the tape

16

First filed

Sep 16, 2024

Latest filed

Jul 17, 2026

Organised

Limited Liability Company, NC

• Occurred

  Oct 21, 2024
  Team lift-out

  2 advisors left Independent Advisor Alliance, LLC (Charlotte, NC) for Beacon Capital Advisory Group within 4 days

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Sep 16, 2024
  First Form ADV filing

  Beacon Capital Advisory Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f4b346b-8cc1-6072-dfeb-368c11674be2

First observed

Sep 16, 2024

Last observed

Jul 17, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.