BEACON FINANCIAL GROUP, INC.

173 South Chillicothe Road
Aurora, Ohio 44202
Tel: 216-998-0100

About BEACON FINANCIAL GROUP, INC.

BEACON FINANCIAL GROUP, INC, formally registered with the SEC as BEACON FINANCIAL GROUP, INC. The firm was established in 12/17/2021. They have over 1 offices throughout the country.

BEACON FINANCIAL GROUP, INC. is a Aurora, Ohio based Financial Planning firm with nearly $661,701,049 assets under management, offering retirement planning & investment advisory services to 1162 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317775
SEC#	801-122901
Assets Managed by Firm	$661,701,049
No. of Clients	1162
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1162	$661,701,049
Individuals (other than high net worth individuals)	185	$58,125,298
High net worth individuals	105	$465,619,070
Pension and profit sharing plans	66	$137,956,681

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Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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