Beacon Capital Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management (including ERISA Section 3(38) services), and subadvisory services, and offers access to alternative private investments through a third‑party platform. The firm serves individual and high‑net‑worth clients as well as retirement plans and typically charges asset‑based advisory fees for ongoing portfolio management.
BCAG tailors investment strategies to each client’s goals, risk tolerance, and time horizon, relying on fundamental analysis and a mix of long‑ and short‑term trading approaches. The firm monitors accounts regularly, may use model allocations, and makes use of options and other derivatives and alternative investments where appropriate to implement client objectives.
Noteworthy for a firm of its size, BCAG’s supervised persons are licensed insurance representatives who may offer and sell insurance products for commissions, a practice the brochure discloses as a potential conflict and documents for clients. The firm also provides periodic educational seminars and workshops at no charge and requires clients to use specific custodians for account execution, while disclosing and managing conflicts related to third‑party compensation and alternative investment due diligence.
Client services
Expertise
Fee options
Financial planning fixed fees up to $10,000.
up to 2.00% annually for portfolio management services
BCAG's representatives may receive commissions for insurance products; commissions are not the firm's primary source of compensation.
Main office
2901 Coltsgate Rd, Suite 102
Charlotte NC 28211
Advisors at this office
2
Most active in
Alaska · Florida · New Hampshire · New York · North Carolina · Texas
Also doing business as
Beacon Capital Advisory Group · Davidson Advisory Group, LLC · Northlight Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David R
CFP®, Series 66
Charlotte, NC
Beacon Capital Advisory Group
David Rotatori is a CFP® professional with 18 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at LPL Financial, Independent Advisor Alliance, Cornerstone Financial Advisors, and Securities America Advisors. He is also an independent licensed insurance agent. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services to individual, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental analysis, various trading approaches, and alternative investments tailored to client objectives.
Christopher Z
CFA®, Series 63, Series 65
Charlotte, NC
Beacon Capital Advisory Group
Christopher Zaccarelli is a CFA® charterholder with 21 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at Independent Advisor Alliance, LPL Financial, LLC, and Cornerstone Financial Partners. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a combination of long- and short-term trading strategies tailored to client goals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)