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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beacon Financial Advisory have?","answer":"Beacon Financial Advisory has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beacon Financial Advisory invest in?","answer":"At the end of its last fiscal year, Beacon Financial Advisory’s separately managed accounts held 32% non-exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 10% pooled vehicles (private funds and similar), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% other. 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