AUM CHANGES
Beacon Rock reports $9.7M in regulatory AUM; 2 firms show changes
Beacon Rock Wealth Advisors’ Form ADV filed 10/25/2026 lists $9,669,199 in regulatory AUM, compared with $8,821,600 in its 03/17/2026 filing. Two firms had comparable reported regulatory AUM differences observed on 10/26/2026.
By Maya Chen·Edition ·1 min read
2firms with verified reported regulatory AUM changes
Previous reportLatest report
- BEACON ROCK WEALTH ADVISORS
- INFLECTION ADVISORS
Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Beacon Rock Wealth Advisors reported $9,669,199 in regulatory AUM in its Form ADV filed 10/25/2026, compared with $8,821,600 in its 03/17/2026 filing. The comparison was observed on 10/26/2026; it is a difference between reported amounts, not asset flows.
Inflection Advisors reported $84,042,015 in regulatory AUM in its Form ADV filed 10/25/2026, compared with $84,175,342 in its 09/04/2026 filing. Its latest reported amount was lower. In all, two firms had comparable reported regulatory AUM differences observed on 10/26/2026.
All firms with verified reported regulatory AUM changes
Complete qualifying firm list for observations Oct 26, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.
| Firm | CRD | Previous reported regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Beacon Rock Wealth Advisors | 131592 | 8,821,600 USD | 9,669,199 USD | 847,599 USD | +9.61% | 03/17/2026 | 10/25/2026 | 10/26/2026 |
| Inflection Advisors | 288602 | 84,175,342 USD | 84,042,015 USD | -133,327 USD | -0.16% | 09/04/2026 | 10/25/2026 | 10/26/2026 |