Beacon Financial Group

Overview

Beacon Financial Group is an SEC registered investment adviser based in Dallas, TX, registered since 2000. It reports $1.3B in assets under management across 2,152 accounts, with 18 employees. It has 8 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

2,152

Average account

$606K

Employees

18

Advisory reps

8

Registered since

2000

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Stephen Anthony Engro President, Treasurer, Chief Compliance Officer CRD 1456472
• Brandon Keith Sherbert Chief Operating Officer CRD 2586065
• Robert Bredt Norwood Executive Vice President, Assistant Secretary, Assistant Vice President CRD 2536685

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Kasem Mohammad Abdullah Registered Rep · Investment Adviser Rep CRD 6741461
• Mark Diamond Registered Rep · Investment Adviser Rep CRD 1129298
• Stephen A Engro Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1456472

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

17300 Preston Rd Ste 120
Dallas, TX 75252

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: beaconfg.com

Every state, with registration dates

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