SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Beacon Capital Advisory Group
Charlotte, NC
Davidson Advisory Group, LLC, CRD 333090
Firm filing updated July 17, 2026 ·
- $223.5MAssets
- 184Clients
- 2Advisory staff
- 538Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- CommissionsYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
Who the firm serves
- Individuals136
- High net worth individuals48
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 136 | $52.0 million |
| High net worth individuals | 48 | $171.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$223.5 million
- Accounts538
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Davidson Advisory Group, LLC SEC-registered investment advisor. CRD 333090, SEC file 801-131303.
- Registered with the SEC as an investment advisor (status date on record: October 17, 2024).
Is Beacon Capital Advisory Group a fiduciary?
Short answer: Beacon Capital Advisory Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.