Beacon Financial Group
TL;DR
Texas corporation registered with the SEC in 2000, owned by Kestra Financial, advising individuals, high net worth families, trusts and foundations on a discretionary basis.
$1.3 billion
Regulatory AUM
As of ADV filing 2026-03-13
2,152
Accounts / Clients
1,052 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 8 advisory
26 yrs
Years Registered
First registered 2000
About Beacon Financial Group
Texas corporation registered with the SEC in 2000, owned by Kestra Financial, advising individuals, high net worth families, trusts and foundations on a discretionary basis.
Office: 17300 Preston Rd, Suite 120, Dallas, TX 75252.
Best for: Households from $100K wanting planning and 1.25% starting advisory fees
Fee model and designations stated on the guide
Fees plus commissions
Form ADV data
CRD110038
RegistrationSEC-registered
First registration2000
Regulatory AUM$1.3 billion
ADV filing date2026-03-13
Accounts2,152
Clients1,052 individual and high-net-worth clients
Employees18
Advisory employees8
Fee modelAdvisory fees; ADV 2A discloses Kestra broker-dealer reps and insurance commissions paid to the firm
MinimumPreferred $100,000 per account, varies by program (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 110038, as of ADV filing 2026-03-13, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 9 of 10
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