Beacon Hill Investment Advisory, Llc
- Regulatory AUM
- $91.7M
- Discretionary
- $91.7M
- Clients
- 108
- Avg AUM / client
- $849K
- Accounts
- 297
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $14.8M | 16.2% |
| High net worth individuals | 31 | $70.6M | 77.0% |
| Pension and profit sharing plans | 14 | — | — |
| Charitable organizations | 5 | $6.3M | 6.83% |
| Corporations and other businesses | 5 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Columbus Equipment Company Savings Plan And Trust Columbus Equipment Company | 2024 | |
| Green Hills Retirement Savings Plan West Liberty Care Center Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clint James Edgington | Registered representative | CFA | Oct 2008 (18y) | |
| Mark Allen Fissel | Registered representative | CFP | Nov 2008 (18y) | |
| William Brian Shorthill | Registered representative | CFP | Jul 2012 (14y) | |
| Anne Kathryn Zavaglia | Registered representative | CFP | Nov 2018 (8y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Columbus Equipment Company Savings Plan And Trust | Columbus Equipment Company | 326 | $33.1M | 01/01/2024 |
| Green Hills Retirement Savings Plan | West Liberty Care Center Inc. | 203 | $3.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.1 MB | 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $76.2M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗