Beacon Capital, LLC

Overview

Beacon Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management services and works with both individual and family clients as well as institutional and business clients. Its advisory work emphasizes discretionary portfolio management for individuals, small businesses and institutions. Beacon Capital does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a dedicated capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives