Beacon Capital Advisory Group

EST. AUM
$223,538,419

CONTACTS
2

CLIENT ACCOUNTS
538

Firm Details

Metro area Charlotte
CRD Number 333090
Website beaconcag.com
Client types

Overview

Beacon Capital Advisory Group is an investment advisory firm based in Charlotte. Previously through the Independent Advisor Alliance, Beacon Capital became independent and registered with the SEC in October of 2024.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Beacon Capital Advisory Group

Platform Details

Investment Preferences

Alternative Activity

Address

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