Beacon Financial Strategies Corp.
- Regulatory AUM
- $309M
- Discretionary
- $301M
- Clients
- 141
- Avg AUM / client
- $2.2M
- Accounts
- 560
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $12.0M | 3.87% |
| High net worth individuals | 97 | $289M | 93.3% |
| Pension and profit sharing plans | 1 | $8.7M | 2.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erin Price Campbell | Vice President | CFP | Jul 2004 (22y) | 50% – 75% |
| Nathan Ross Hymiller | President/ Cco | CFP | Jul 2004 (22y) | 50% – 75% |
| Stephanie C Murray | Registered representative | Nov 2013 (13y) | ||
| David Scott Trettel | Registered representative | CFP | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/11/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $296M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.
View current Form ADV (SEC/IAPD) ↗