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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Capital Management LLC
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| CRD # | 156228 |
| SEC # | 801-106678 |
| CIK # | 0001575301, 0001921487 |
| AUM | $1.1 B (2025-03-25) |
| Employees | 35 (51% Investors, 0% Brokers) |
| Phone | 615-224-9794 |
| Address | 751 Cool Springs Blvd Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001575301 0001921487 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Regions Financial Corp | 0.0 | ||
| Pinnacle Financial Partners Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| MicroStrategy Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Chevron Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,780 | 721.6 |
| (b) Individuals (high net worth individuals) | 180 | 332.4 |
| (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 | 67 | 13.3 |
| (h) Charitable organizations | 6 | 1.0 |
| (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 | 7 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,398 | 1,070.6 |
| By Discretionary | ||
| Discretionary | 5,173 | 1,050.1 |
| Non-Discretionary | 225 | 20.5 |
| Total | 5,398 | 1,070.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,070.6 | |
| Total | 5,398 | 1,070.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001575301] | |
| 13F-HR | [0001921487] |
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|---|---|---|
|
Townsend & Associates Inc
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CO | 1.3 |
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Salomon and Ludwin LLC
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VA | 1.2 |
|
Virtue Capital Management LLC
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TN | 1.2 |
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One Wealth MAP LLC
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NV | 1.1 |
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Financial Planning and Information Services Inc
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WI | 1.1 |
|
McIlrath & Eck LLC
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WA | 1.1 |
|
American Financial Advisors Inc
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FL | 1.0 |
|
Baron Silver Stevens Financial Advisors LLC
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FL | 1.0 |
|
Richard Young Associates Ltd
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GA | 1.0 |
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Dixon Financial Services Inc
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0.9 |