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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BEACON FINANCIAL STRATEGIES CORP.

CRD 132987

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df1b7d65-1e1b-3890-b376-926d20d9c35a

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: May 31, 2017 to Feb 11, 2026
14 observations

Across DFX

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.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $309MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $301M
Private client RAUM: $301MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $77.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 560
Individual clients: 43
High net worth clients: 97
Custody, client assets: $58.9M
SEC number: 801-110734
CRD: 132987
Filings on the tape: 14
First filed: May 31, 2017
Latest filed: Feb 11, 2026
Organised: Corporation, NC

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
NATHAN ROSS HYMILLER	Certified Financial Planner	RALEIGH, NC	21	29	1	no
ERIN PRICE CAMPBELL	Certified Financial Planner	RALEIGH, NC	21	25	n/a	no
STEPHANIE C murray	n/a	RALEIGH, NC	12	14	1	no
DAVID SCOTT TRETTEL	Certified Financial Planner	RALEIGH, NC	1	11	7	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMPBELL, ERIN, PRICE	VICE PRESIDENT	D	yes	07/2004	May 31, 2017	Oct 29, 2024
HYMILLER, NATHAN, ROSS	PRESIDENT/ CCO	D	yes	07/2004	May 31, 2017	Oct 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 11, 2026	$309M	$301M	7	3	n/a	n/a
2024	Feb 12, 2025	$277M	$270M	6	3	n/a	n/a
2023	Jan 25, 2024	$256M	$250M	5	2	n/a	n/a
2022	Feb 21, 2023	$223M	$217M	5	2	n/a	n/a
2021	Mar 3, 2022	$240M	$234M	4	2	n/a	n/a
2020	Feb 8, 2021	$209M	$205M	5	3	n/a	n/a
2019	Feb 19, 2020	$189M	$186M	5	2	n/a	n/a
2018	Mar 20, 2019	$155M	$152M	4	2	n/a	n/a
2017	Mar 26, 2018	$160M	$156M	5	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$309M	$277M	11.7%	$223M	11.5%	7	6	0	0

Relationships

Registered with (6)

← DAVID SCOTT TRETTELAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← STEPHANIE C murrayAdvisorregistration: current employment
Nov 5, 2013 to presentfactForm ADV
← NATHAN ROSS HYMILLERAdvisorregistration: current employment
Jan 28, 2005 to presentfactForm ADV
← ERIN PRICE CAMPBELLAdvisorregistration: current employment
Jan 28, 2005 to presentfactForm ADV
← NICHOLAS ANDREW FAULKNERAdvisorregistration: previous registration
Jan 3, 2019 to Jan 28, 2022factForm ADV
← Jill Johnson SincebaughAdvisorregistration: previous registration
Mar 7, 2017 to Jul 20, 2017factForm ADV

Controls (2)

← HYMILLER, NATHAN, ROSSOwnerPRESIDENT/ CCO, ownership code D, individual
May 31, 2017 to Oct 29, 2024factForm ADV
← CAMPBELL, ERIN, PRICEOwnerVICE PRESIDENT, ownership code D, individual
May 31, 2017 to Oct 29, 2024factForm ADV

Dated events

Occurred
Jan 28, 2022
Advisor changed firm
Nicholas Andrew Faulkner left Beacon Financial Strategies Corp. for Dimensional Fund Advisors Lp (registered 2024-05-28)
Form ADVobserved 6 days ago
Occurred
May 31, 2017
First Form ADV filing
Beacon Financial Strategies Corp. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df1b7d65-1e1b-3890-b376-926d20d9c35a
First observed: May 31, 2017
Last observed: Feb 11, 2026 7 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.

BEACON FINANCIAL STRATEGIES CORP.

CRD 132987

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df1b7d65-1e1b-3890-b376-926d20d9c35a

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN ROSS HYMILLER

Certified Financial Planner

RALEIGH, NC

ERIN PRICE CAMPBELL

Certified Financial Planner

RALEIGH, NC

n/a

STEPHANIE C murray

n/a

RALEIGH, NC

DAVID SCOTT TRETTEL

Certified Financial Planner

RALEIGH, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMPBELL, ERIN, PRICE

VICE PRESIDENT

yes

07/2004

May 31, 2017

Oct 29, 2024

HYMILLER, NATHAN, ROSS

PRESIDENT/ CCO

yes

07/2004

May 31, 2017

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$309M

$301M

n/a

2024

Feb 12, 2025

$277M

$270M

n/a

2023

Jan 25, 2024

$256M

$250M

n/a

2022

Feb 21, 2023

$223M

$217M

n/a

2021

Mar 3, 2022

$240M

$234M

n/a

2020

Feb 8, 2021

$209M

$205M

n/a

2019

Feb 19, 2020

$189M

$186M

n/a

2018

Mar 20, 2019

$155M

$152M

n/a

2017

Mar 26, 2018

$160M

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$309M

$277M

11.7%

$223M

11.5%