Beacon Capital Advisory Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333090
- SEC number
- 801-131303
- Firm type
- RIA
- Assets under management
- $223.5M as of Feb 25, 2026
- Website
- www.linkedin.com/company/beaconcag/?viewAsMember=true ↗
- Phone
- 877-801-2322
- Address
- 2901 Coltsgate Rd, Charlotte, NC, 28211
Advisors at this firm
2 in our index · page 1 of 1
-
David Frank RotatoriCRD 5008972 · Charlotte, NCIA RegisteredRegistration inactive
-
Christopher William ZaccarelliCRD 4949009 · Charlotte, NCIA RegisteredRegistration inactive
1–2 of 2
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 333090 ↗
FINRA BrokerCheck record for firm CRD 333090 ↗
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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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