Beacon Capital Management, Inc.

RIASEC Registered

Total AUM

$4.3B

Discretionary

$4B

94% of AUM

Avg account

$407K

Accounts

10,456

Employees

Advisory reps

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

FINTRX

Overview

Beacon Capital Management, Inc. is a corporate, institutional registered investment adviser that has been SEC-registered since 2002. The firm serves both individual and family clients as well as institutional clients, charging fees on a percentage-of-AUM basis for portfolio management across individuals/small businesses, investment companies, and institutions. Beacon also publishes periodicals or newsletters as part of its activities. Industry affiliations listed include a broker-dealer relationship, other investment adviser roles, and connections with an insurance company. The firm does not identify as an active ESG investor and is not classified as a capital allocator. Beacon has been recognized in industry listings: it appeared in FA Magazine’s Top RIA Firms in 2020 and in CNBC’s Top 100 Financial Advisory Firms lists in 2020, 2021 and 2022.