Beacon Capital Advisory Group

Beacon Capital Advisory Group provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also acts as a subadviser to unaffiliated advisers. The firm recommends a range of investments including mutual funds, equities, fixed income, ETFs and private or alternative investments accessed through a third‑party platform.

The firm’s investment process is grounded in fundamental analysis and employs both long‑term and short‑term trading, with client suitability and risk tolerance documented on a suitability form. Beacon’s brochure states it may use options, commodities and other derivative strategies in client accounts and describes the attendant risks, and it conducts due diligence and ongoing monitoring for alternative/private investments while charging a separate due diligence/monitoring fee for those services.

Beacon is registered as a licensed insurance entity and its representatives may offer insurance products and receive commissions; the brochure discloses this outside activity and the firm describes procedures to disclose and monitor the related conflicts of interest. The firm also provides no‑cost educational seminars and requires clients to custody assets with specified custodians (including Fidelity, Charles Schwab, Allianz, and John Hancock/Goldman Sachs), practices highlighted in the brochure as part of how it delivers advice.