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Beacon Capital Advisory GroupFinancial advisor in Charlotte, NC

Beacon Capital Advisory Group is a financial advisor at 2901 Coltsgate Rd Suite 102, Charlotte, NC 28211, ranked #41 of 177 financial planners in Charlotte and rated 5.0 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 980-0949Website ↗

Key facts

Key facts about Beacon Capital Advisory Group
Address2901 Coltsgate Rd Suite 102, Charlotte, NC 28211Get directions
Phone(704) 980-0949
Websitebeaconcag.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Charlotte and 11 towns within 25 miles: Matthews, Stallings, Weddington, Indian Trail, Mint Hill, Belmont, Mount Holly, Harrisburg, Waxhaw, Huntersville and Monroe.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Beacon Capital Advisory Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Beacon Capital Advisory Group

How is Beacon Capital Advisory Group ranked in Charlotte?

Beacon Capital Advisory Group is ranked #41 of 177 financial planners in Charlotte by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Beacon Capital Advisory Group’s hours?

Beacon Capital Advisory Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Beacon Capital Advisory Group serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Stallings, Weddington, Indian Trail, Mint Hill, Belmont, Mount Holly, Harrisburg, Waxhaw, Huntersville and Monroe. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Beacon Capital Advisory Group?

Beacon Capital Advisory Group has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Beacon Capital Advisory Group?

Call Beacon Capital Advisory Group on (704) 980-0949. The business is at 2901 Coltsgate Rd Suite 102, Charlotte, NC 28211. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Beacon Capital Advisory Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Beacon Capital Advisory Group (this business)—685.0 (10)NoNo
First Horizon Bank - Charlotte, NC - S McDowell St#39694.0 (23)NoNo4.8 mi
Clear Income Strategies Group#40685.0 (10)YesYes6.3 mi
Shepherd Wealth Partners#42685.0 (10)NoNo2.0 mi

See all 177 ranked financial planners in Charlotte