Investment adviser · CRD 333090
BEACON CAPITAL ADVISORY GROUP
Investment adviser filing (IA)
DAVIDSON ADVISORY GROUP, LLC
CHARLOTTE, NC, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $224M Form ADV · Item 5.F
- Client accounts
- 538 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $171,548,406 | 76.7% |
| Individuals | 136 | $51,990,013 | 23.3% |
Filing source
Form ADV 2120492 · Jul 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
2901 COLTSGATE RD, SUITE 102CHARLOTTE, NC, 28211, United States
CRD 333090
Filing source
Form ADV 2120492 · Jul 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.