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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

BEACON HILL INVESTMENT ADVISORY, LLC

CRD 148463

DUBLIN, OH

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Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2026 to Mar 30, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Beacon Hill Investment Advisory, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $91.7MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91.7M
Private client RAUM: $85.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 297
Individual clients: 53
High net worth clients: 31
CRD: 148463
Filings on the tape: 1
First filed: Mar 30, 2026
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CLINT JAMES EDGINGTON	Chartered Financial Analyst	DUBLIN, OH	17	18	1	no
MARK ALLEN FISSEL	Certified Financial Planner	DUBLIN, OH	17	22	1	no
WILLIAM BRIAN SHORTHILL	Certified Financial Planner	DUBLIN, OH	14	30	2	no
Anne Kathryn Zavaglia	Certified Financial Planner	DUBLIN, OH	7	11	1	no

Relationships

Registered with (6)

← Anne Kathryn ZavagliaAdvisorregistration: previous registration
Nov 26, 2018 to Dec 31, 2020factForm ADV
← WILLIAM BRIAN SHORTHILLAdvisorregistration: previous registration
Jul 18, 2012 to Dec 31, 2020factForm ADV
← MARK ALLEN FISSELAdvisorregistration: previous registration
Nov 26, 2008 to Dec 31, 2020factForm ADV
← CLINT JAMES EDGINGTONAdvisorregistration: previous registration
Oct 7, 2008 to Dec 31, 2020factForm ADV
← CHRISTOPHER COLLIN BRIGHTAdvisorregistration: previous registration
Feb 22, 2018 to Sep 13, 2018factForm ADV
← BART ALAN PATTERSONAdvisorregistration: previous registration
Dec 1, 2011 to May 5, 2016factForm ADV

Dated events

No dated event names this entity yet.