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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Capital Management Inc
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| CRD # | 120641 |
| SEC # | 801-61249 |
| CIK # | 0001575301, 0001921487 |
| AUM | $4.1 B (2025-05-12) |
| Employees | 25 (20% Investors, 0% Brokers) |
| Phone | 937-439-9093 |
| Address | 7777 Washington Village Drive Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Regions Financial Corp | 0.0 | ||
| Pinnacle Financial Partners Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| MicroStrategy Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,760 | 2.1 |
| (b) Individuals (high net worth individuals) | 255 | 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 | 173 | 0.0 |
| (h) Charitable organizations | 7 | 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 | 57 | 0.0 |
| (n) Other | 10 | 1.4 |
| Total | 13,025 | 4.1 |
| By Discretionary | ||
| Discretionary | 12,820 | 3.9 |
| Non-Discretionary | 205 | 0.1 |
| Total | 13,025 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 13,025 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
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