Beacon Financial Group

CRD 110038 · Dallas, TX · $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110038
SEC number: 801-57962
Firm type: RIA
Assets under management: $1.3B as of Mar 13, 2026
Website: www.linkedin.com/COMPANY/BEACON-FINANCIAL-GROUP-DALLAS-TX ↗
Phone: 972-726-9888
Address: 17300 Preston Rd, Suite 120, Dallas, TX, 75252-5654

Advisors at this firm

8 in our index · page 1 of 1

Kasem Mohammad AbdullahCRD 6741461 · Dallas, TX

IA RegisteredBroker
Mark DiamondCRD 1129298 · Dallas, TX

IA RegisteredBroker

Disclosure event(s) on record
Stephen Anthony EngroCRD 1456472 · Dallas, TX

IA RegisteredBroker

Disclosure event(s) on record
Oliver Earl MatisonCRD 2785401 · Dallas, TX

IA RegisteredBroker
Robert Charles MosesCRD 341294 · Dallas, TX

IA RegisteredBroker
Ariana Kathleen MarekCRD 6979189 · Dallas, TX

IA RegisteredBroker
August Wade PayneCRD 4398386 · Austin, TX

IA RegisteredBroker
Brandon Keith SherbertCRD 2586065 · Dallas, TX

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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