Beacon Financial Strategies Corp.

CRD 132987 · Raleigh, NC · $309.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 132987
SEC number: 801-110734
Firm type: RIA
Assets under management: $309.4M as of Feb 11, 2026
Website: www.linkedin.com/COMPANY/BEACON-FINANCIAL-STRATEGIES ↗
Phone: 919-803-3801
Address: 7100 Six Forks Road, Raleigh, NC, 27615

Advisors at this firm

4 in our index · page 1 of 1

Erin Price CampbellCRD 4257764 · Raleigh, NC

IA Registered
Nathan Ross HymillerCRD 2392438 · Raleigh, NC

IA Registered
David Scott TrettelCRD 6432359 · Raleigh, NC

IA RegisteredRegistration inactive
Stephanie C MurrayCRD 5868363 · Raleigh, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 132987 ↗ FINRA BrokerCheck record for firm CRD 132987 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.