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BEACON CAPITAL MANAGEMENT, INC.
CRD 120641 · SEC 801-61249
7777 WASHINGTON VILLAGE DRIVE, SUITE 280, DAYTON, OH, 45459, United States
Phone
937-439-9093
Fax
937-424-4825
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.26B
Discretionary AUM
$4.02B
Team
44 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10057 | $1.64B |
| High net worth individuals | 162 | $352.8M |
| Investment companies | 3 | $150.4M |
| Pension/profit sharing plans | 162 | $47.2M |
| Charitable organizations | 6 | $1.2M |
| Corporations/business entities | 48 | $27.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD