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| Beacon Capital Management Inc
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| |
|---|---|
| CRD # | 120641 |
| SEC # | 801-61249 |
| CIK # | 0001575301, 0001921487 |
| AUM | $4.3 BB (2024-07-19) |
| Employees | 28 (32% Investors, 0% Brokers) |
| Phone | 937-439-9093 |
| Address | 7777 Washington Village Drive Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| CTAS | 38.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,289 | 2.3 |
| (b) Individuals (high net worth individuals) | 252 | 0.5 |
| (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 | 195 | 0.1 |
| (h) Charitable organizations | 10 | 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 | 81 | 0.1 |
| (n) Other | 9 | 1.4 |
| Total | 15,730 | 4.3 |
| By Discretionary | ||
| Discretionary | 15,551 | 4.2 |
| Non-Discretionary | 179 | 0.1 |
| Total | 15,730 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 15,730 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
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|---|---|---|
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✚
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Stratos Wealth Advisors LLC
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Integrated Advisors Network LLC
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