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| Keyboard |
| Beacon Capital LLC
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|---|---|
| CRD # | 286316 |
| SEC # | 801-120315 |
| CIK # | 0001921487, 0001575301 |
| AUM | 278.3 M (2026-04-22) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 319-389-4371 |
| Address | 375 Collins Road Ne, Cedar Rapids, IA 52402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 580 | 188.4 |
| (b) Individuals (high net worth individuals) | 37 | 85.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 952 | 278.3 |
| By Discretionary | ||
| Discretionary | 952 | 278.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 952 | 278.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.3 | |
| Total | 952 | 278.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 167 |
| Serves | Institutional, Retail |
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