BEACON CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- DAYTON, Ohio
- CRD number
- 120641
- Registered since
- June 13, 2002
- Website
- beaconinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other47.78%
- Individuals38.63%
- HNWI8.28%
- Investment Companies3.53%
- Pension & Profit Sharing Plans1.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Beacon Capital Management, Inc. is a corporation that has been SEC-registered since 2002 and serves both individual/family and institutional clients. The firm is primarily fee-based, charging a percentage of assets under management, and lists portfolio management for individuals/small businesses, investment companies, and institutions among its core advisory activities. Beacon also publishes periodicals or newsletters as part of its client communications. The firm does not identify as an active ESG investor and does not position itself as a capital allocator. Beacon received industry recognition in recent years, including a Top RIA Firms mention from FA Magazine in 2020 and placement on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
3 of 4ROBERT MAY
CEOCRD 7663824
Daniel Snyder
Chief Compliance OfficerCRD 7568092
Daniel Baccarini
Chief Distribution OfficerCRD 2415262
Contacts
3 of 27Thomas Corner
Territory ManagerCRD 3041213
KYLA WARD
Compliance AnalystCRD 7125196
Micah Fretz
Regional Vice PresidentCRD 6286225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$2B in ETFs
89%
$1.8B
9%
$209M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ENERGY INDEX FUND (VDE) | Vanguard | Passive | Equity Energy | $125M | 720,530 | 6.31% |
Location
DAYTON, OH
MONTGOMERY
Location
DAYTON, OH
Headquartered in DAYTON, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 7777 Washington Village Dr
- Time zone
- ET (UTC-5)
- Office locations
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