Fee-only adviser · Gaithersburg, MD
Beacon Investment Advisors LLC
Beacon Investment Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Gaithersburg, Maryland. On its latest Form ADV, filed March 27, 2026, it reports $542M in regulatory assets under management, 118 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 127368 · SEC file 801-125799 |
| Office | 7 Brookes Avenue Gaithersburg, MD 20877 |
| Phone | (301) 670-1700 |
| Website | beaconadvisors.net |
| Regulatory assets under management | $542M |
| Individual clients | 59 non-high-net-worth, 59 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Gaithersburg
- Planvest Financial, Inc. $176M
- Sherman Wealth Management LLC $160M
- Serene Financial Solutions $7.8M
- Kilner Capital Advisors, LLC $337M
See all 5 fee-only advisers in Gaithersburg →
Nearby
- Derwood 1 firm
- Rockville 15 firms
- Germantown 1 firm
- Olney 1 firm
- North Bethesda 4 firms
- Potomac 1 firm
- Ashton 1 firm
- Bethesda 35 firms
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