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| Beacon Capital Management LLC
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|
|---|---|
| CRD # | 156228 |
| SEC # | 801-106678 |
| CIK # | 0001921487, 0001575301 |
| AUM | $1.3 B (2026-03-12) |
| Employees | 39 (44% Investors, 0% Brokers) |
| Phone | 615-224-9794 |
| Address | 751 Cool Springs Blvd Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,748 | 616.9 |
| (b) Individuals (high net worth individuals) | 316 | 637.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 12.8 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,702 | 1,269.5 |
| By Discretionary | ||
| Discretionary | 5,663 | 1,268.4 |
| Non-Discretionary | 39 | 1.1 |
| Total | 5,702 | 1,269.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,269.5 | |
| Total | 5,702 | 1,269.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Townsend & Associates Inc
✚
|
CO | 1.5 |
|
Ullman John & Associates Inc
✚
|
NY | 1.5 |
|
McIlrath & Eck LLC
✚
|
WA | 1.4 |
|
Virtue Capital Management LLC
✚
|
TN | 1.3 |
|
American Financial Advisors Inc
✚
|
FL | 1.3 |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 1.2 |
|
Richard Young Associates Ltd
✚
|
GA | 1.2 |
|
Dixon Financial Services Inc
✚
|
1.1 | |
|
Goldstone Financial Group LLC
✚
|
IL | 1.1 |
|
Financial Enhancement Group LLC
✚
|
IN | 1.0 |