Beacon Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Beacon Investment Advisors reports 127 clients. They include 59 individual clients, 59 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($542M across 533 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 20% |
| High-net-worth individuals | 46% | 41% |
| Pension and profit-sharing plans | 5% | 2% |
| Corporations and other businesses | 2% | 37% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $107M | 19.8% | $1.82M |
| High-net-worth individuals | 59 | $223M | 41.1% | $3.78M |
| Pension and profit-sharing plans | 6 | $11.5M | 2.1% | $1.91M |
| Corporations and other businesses | Fewer than 5 | $200M | 37.0% | $66.7M |
| Total | 127 | $542M | 100% | — |
- Clients
- 59
- Regulatory AUM
- $107M
- AUM share
- 19.8%
- Avg. per client
- $1.82M
- Clients
- 59
- Regulatory AUM
- $223M
- AUM share
- 41.1%
- Avg. per client
- $3.78M
- Clients
- 6
- Regulatory AUM
- $11.5M
- AUM share
- 2.1%
- Avg. per client
- $1.91M
- Clients
- Fewer than 5
- Regulatory AUM
- $200M
- AUM share
- 37.0%
- Avg. per client
- $66.7M
Total
- Clients
- 127
- Regulatory AUM
- $542M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Beacon Investment Advisors charges 1.00%–2.00% a year for its Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 2.00% |
| $500K–$1M | 1.80% |
| $1M–$2M | 1.60% |
| $2M–$3M | 1.40% |
| $3M–$5M | 1.25% |
| $5M and above | 1.00% |
Fee details and sources
Cornell Abod owns 75% or more of Beacon Investment Advisors. The leadership team of Beacon Investment Advisors includes Chief Compliance Officer Eric Kleinschmidt. It has 2 employees, 1 of them in advisory roles.
Leadership
- Eric KleinschmidtChief Compliance Officer
- Cornell AbodMember
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Cornell P Abod
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Beacon Investment Advisors LLC
Cornell Abod
Control person · since July 2003
Beacon Investment Advisors’ regulatory assets grew 2.6× from $211M (July 2022) to $542M (March 2026); clients rose from 78 to 127 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $542M | 127 | 2 | 1 |
| March 2025 | $338M | 120 | 2 | 1 |
| March 2024 | $258M | 115 | 1 | 1 |
| March 2023 | $220M | 102 | 1 | 1 |
| July 2022 | $211M | 78 | 1 | 1 |
Besides its headquarters, Beacon Investment Advisors has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 7 Brookes Avenue, GaithersburgHQ
Contact and registration details
- Legal name
- Beacon Investment Advisors LLC
- Headquarters
- 7 Brookes Avenue, Gaithersburg, MD 20877
- Website
- beaconadvisors.net
- Phone
- 301-670-1700
- SEC file
- 801-125799
- Structure
- Maryland LLC
- Fiscal year end
- December
Beacon Investment Advisors uses Fidelity ($258M) as custodian for its separately managed accounts. Beacon Investment Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $258M100%
At year end, Beacon Investment Advisors’ separately managed accounts were mostly in stocks (60%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $318M across 178 positions; the largest are Applied Matls Inc. (8.8%), Berkshire Hathaway Inc. Del (4.2%) and Apple Inc. (3.4%).
What the accounts hold
- Stocks60%
- Exchange-traded equities50%
- Non-exchange-traded equities10%
- Funds3%
- Bonds29%
- U.S. government and agency bonds28%
- Investment grade corporate bonds1%
- Cash8%
Reported 13F holdings
- $318M
- Reported 13F value
- 178
- Positions
- 35.0%
- In the 10 largest
- +20.2%
- Value vs. prior quarter
- Applied Matls Inc.8.8%
- Berkshire Hathaway Inc. Del · CL B New4.2%
- Apple Inc.3.4%
- Microsoft Corp.3.4%
- Constellium SE · CL A Shs3.3%
- Generac Hldgs Inc.2.8%
- Marriott Intl Inc. New · CL A2.7%
- Caseys Gen Stores Inc.2.5%
- Healthequity Inc.2.0%
- Advanced Micro Devices Inc.2.0%
Together, the ten largest are 35.0% of reported value.
How many clients does Beacon Investment Advisors have?
Beacon Investment Advisors has 127 clients and manages $542 million for them, as of March 2026. They include 59 individual clients, 59 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Beacon Investment Advisors offer?
Beacon Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beacon Investment Advisors charge?
Beacon Investment Advisors charges 1.00%–2.00% a year for its Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BEACON INVESTMENT ADVISORS FORM ADV PART 2A MARCH 226, filed 27 March 2026
Which custodians does Beacon Investment Advisors use?
Beacon Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $258M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Beacon Investment Advisors have?
Beacon Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beacon Investment Advisors invest in?
At the end of its last fiscal year, Beacon Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 28% U.S. government and agency bonds, 10% non-exchange-traded equities, 8% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beacon Investment Advisors?
Beacon Investment Advisors’ direct owner is Cornell Abod (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Beacon Investment Advisors get paid?
Beacon Investment Advisors is paid through a percentage of assets under management. 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
How do I contact Beacon Investment Advisors?
Beacon Investment Advisors’ main office is at 7 Brookes Avenue, Gaithersburg, MD 20877. Its phone number is 301-670-1700. Its website is beaconadvisors.net.