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.