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⚲
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| Beacon Capital Management Inc
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|
|
|---|---|
| CRD # | 120641 |
| SEC # | 801-61249 |
| CIK # | 0001921487, 0001575301 |
| AUM | $4.3 B (2026-03-31) |
| Employees | 44 (11% Investors, 18% Brokers) |
| Phone | 937-439-9093 |
| Address | 7777 Washington Village Drive Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,057 | 1.6 |
| (b) Individuals (high net worth individuals) | 162 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 162 | 0.0 |
| (h) Charitable organizations | 6 | 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 | 48 | 0.0 |
| (n) Other | 18 | 2.0 |
| Total | 10,456 | 4.3 |
| By Discretionary | ||
| Discretionary | 10,187 | 4.0 |
| Non-Discretionary | 269 | 0.2 |
| Total | 10,456 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 10,456 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
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MA | 4.2 |
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The Retirement Planning Group LLC
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KS | 4.2 |
|
Aprio Wealth Management LLC
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NWAM LLC
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