Beacon Global Advisor Network, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 288833
· SEC file 801-110724
· Atlanta, GA
· WWW.BGANETWORK.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $745M
- Discretionary
- $742M
- Clients
- 1,388
- Avg AUM / client
- $537K
- Accounts
- 1,833
- Employees
- 61
AUM over time
$0
$745M
May 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,203 | $433M | 58.1% |
| High net worth individuals | 185 | $312M | 41.9% |
People (58)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gruber, Joseph, Benjamin | President, Chief Compliance Officer | Apr 2017 (9y) | 50% – 75% | |
| Landsman, Randy, Yale | Vice President | Apr 2017 (9y) | 50% – 75% | |
| Mitchell, Marion, Jill | Coo | Feb 2023 (4y) | Less than 5% | |
| Andrew Jordan Landsman | Registered representative | Oct 2018 (8y) | ||
| Michael Charles Abbott | Registered representative | Dec 2020 (6y) | ||
| Aaqib Zubair Anwar | Registered representative | Mar 2021 (5y) | ||
| Jonathan James George Laws | Registered representative | Mar 2021 (5y) | ||
| Jon Erlend Holand | Registered representative | Mar 2021 (5y) | ||
| Ian Murray Edwards | Registered representative | May 2021 (5y) | ||
| Bernard Joseph Buckley | Registered representative | Jun 2021 (5y) | ||
| Eric Charles Lind | Registered representative | CFP | Mar 2022 (4y) | |
| Michael Andrew Love | Registered representative | May 2022 (4y) | ||
| Joshua Alexander Peter Williams | Registered representative | Dec 2022 (4y) | ||
| James Rupert Bolus | Registered representative | May 2023 (3y) | ||
| Paul Flamini | Registered representative | May 2023 (3y) | ||
| Jonathan Alexander Willis | Registered representative | May 2023 (3y) | ||
| Craig Nicholas Murrin | Registered representative | Aug 2023 (3y) | ||
| Daniel Mesa | Registered representative | CFP | Aug 2023 (3y) | |
| Nicolas Justin Mauricio | Registered representative | Aug 2023 (3y) | ||
| Michael Andre Jordan | Registered representative | Sep 2023 (3y) | ||
| Nicholas Henry Palmer | Registered representative | Nov 2023 (3y) | ||
| James David Stavros Rayburn | Registered representative | Feb 2024 (2y) | ||
| Leith Ross Anticevich | Registered representative | Mar 2024 (2y) | ||
| Andere Casanova Fuente | Registered representative | CFA | Apr 2024 (2y) | |
| Damien Patrick Hanly | Registered representative | Apr 2024 (2y) | ||
| Matthew Doherty | Registered representative | Apr 2024 (2y) | ||
| Matthew Thomas Hunkele | Registered representative | Apr 2024 (2y) | ||
| Zachary Douglas Zanghi | Registered representative | Apr 2024 (2y) | ||
| Andrew Blaise Anello | Registered representative | CFP | Apr 2024 (2y) | |
| Adrian Edward Flambard | Registered representative | Apr 2024 (2y) | ||
| Bennett Scott Linsky | Registered representative | May 2024 (2y) | ||
| Giuseppe Riggi | Registered representative | Nov 2024 (2y) | ||
| Edward Hugo Stanley Deane | Registered representative | Nov 2024 (2y) | ||
| Lee Anne Foster | Registered representative | Mar 2025 (1y) | ||
| Martin E Jensen | Registered representative | Apr 2025 (1y) | ||
| Simon Paul Burton | Registered representative | May 2025 (1y) | ||
| Kyle Christopher Davis | Registered representative | May 2025 (1y) | ||
| Christopher James Emmott | Registered representative | Jul 2025 (1y) | ||
| Myles Edward Sydney Davies | Registered representative | Aug 2025 (1y) | ||
| Jacob L. Shelton | Registered representative | Sep 2025 (1y) | ||
| Alex David Milligan Cockerill | Registered representative | Oct 2025 (1y) | ||
| Christopher Thornton | Registered representative | Oct 2025 (1y) | ||
| Amber Lilly Veronique | Registered representative | Oct 2025 (1y) | ||
| Lee Jordan Harman | Registered representative | Nov 2025 (1y) | ||
| Jack Camille | Registered representative | Dec 2025 (1y) | ||
| Thomas Martin Bernhardt | Registered representative | CFA | Dec 2025 (1y) | |
| Edward James King | Registered representative | Dec 2025 (1y) | ||
| Christopher Anthony Griffin | Registered representative | Jan 2026 (1y) | ||
| Justin Harris | Registered representative | Jan 2026 (1y) | ||
| Dean Arden | Registered representative | Feb 2026 (0y) | ||
| John Morgan | Registered representative | Feb 2026 (0y) | ||
| Calvin Thomas | Registered representative | Mar 2026 (0y) | ||
| Gareth Huw Jones | Registered representative | Apr 2026 (0y) | ||
| James Phillip Winther | Registered representative | Apr 2026 (0y) | ||
| Elizabeth Anne Kunzler | Registered representative | Apr 2026 (0y) | ||
| Darragh Gallagher | Registered representative | May 2026 (0y) | ||
| Elizabeth Megret De Serilly Detigny | Registered representative | Jun 2026 (0y) | ||
| Nate Cordes De Groff | Registered representative | Jun 2026 (0y) |
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) | 03/31/2026 | 1.45 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
- • Other fees
- • PERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Rl 360 Insurance Company Limited $97.4M (13% of AUM) Mar 2026
- Charles Schwab & Co. $87.8M (12% of AUM) Mar 2026
- Interactive Brokers $62.9M (8% of AUM) Mar 2026
- Novia Global Ltd $52.6M (7% of AUM) Mar 2026
- Utmost Worldwide Limited $39.7M (27% of AUM) Sep 2022
- Rl360 $8.7M (6% of AUM) Sep 2022
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗