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DAVIDSON ADVISORY GROUP, LLC

Doing business as BEACON CAPITAL ADVISORY GROUP. SEC Form ADV profile.

Total regulatory AUM
$223,538,419
Discretionary
$223,538,419
Non-discretionary
$0

Firm details

CRD number
333090
SEC file number
801-131303
Main office
CHARLOTTE, NC, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Commissions Other

As of November 2026.