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They include 1,203 individual clients and 185 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Beacon Global Advisor Network offer?","answer":"Beacon Global Advisor Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Beacon Global Advisor Network use?","answer":"Beacon Global Advisor Network’s separately managed account assets are held at RL 360 Insurance Company, LTD. (Douglas), with $97.4M, Charles Schwab & Co., Inc. (Westlake, TX), with $87.8M, Interactive Brokers LLC (Greenwich, CT), with $62.9M and Novia Global LTD (Bath), with $52.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beacon Global Advisor Network have?","answer":"Beacon Global Advisor Network has 61 investment adviser representatives registered with state securities authorities, out of 61 employees, and 61 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 14 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 Global Advisor Network invest in?","answer":"At the end of its last fiscal year, Beacon Global Advisor Network’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Beacon Global Advisor Network?","answer":"Beacon Global Advisor Network’s direct owners are Joseph Gruber (50% to 75%) and Randy Landsman (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Beacon Global Advisor Network get paid?","answer":"Beacon Global Advisor Network is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Beacon Global Advisor Network?","answer":"Beacon Global Advisor Network’s main office is at One Glenlake Parkway, Suite 650, Atlanta, GA 30328. Its phone number is 888-679-6474. Its website is bganetwork.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}