Beacon Capital Management, LLC
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 156228
- Registered since
- September 23, 2015
- Website
- beaconcm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.19%
- Individuals48.6%
- Pension & Profit Sharing Plans1.01%
- Corporations / Businesses0.19%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Capital Management, LLC is an independent, SEC‑registered advisory firm established in 2015 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and performs capital allocation for client portfolios. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars. Beacon also operates as an insurance broker and charges for services on a mix of percentage‑of‑AUM, hourly, and fixed‑fee bases. The firm does not position itself as an active ESG investor and is not a multi‑state adviser. Beacon received a Citywire mention in 2020 (50 Growers Across America).
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds77%
- Exchange Traded Equities12%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2
Benjamin Christy
Chief Operations OfficerCRD 6925046
Cameron Benson
CEO & Wealth AdvisorCRD 5412206
Contacts
3 of 17
William Rogers
Financial AdvisorCRD 4329395
Isaac Knittle
Licensed ParaplannerCRD 7665247
Daniel Benson
Executive Vice President & Financial AdvisorCRD 5533157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$641M in ETFs
69%
$442M
15%
$199M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $105M | 140,753 | 16.39% |
Location
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 751 Cool Springs Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Sagepoint Capital Partners LLC
RIAFranklin, TN
Abound Wealth Management, LLC
RIAFranklin, TN
Capwealth Advisors, LLC
RIAFranklin, TN
Cypress Capital, LLC
RIAFranklin, TN
Efinancial Alliance, LLC
RIAFranklin, TN
Optivise Advisory Services LLC
RIAFranklin, TN