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BEACON CAPITAL MANAGEMENT, LLC
CRD 156228 · SEC 801-106678
751 COOL SPRINGS BLVD, SUITE 106, FRANKLIN, TN, 37067, United States
Phone
615-224-9794
Fax
615-224-9795
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.27B
Team
39 total employees; 17 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1748 | $616.9M |
| High net worth individuals | 316 | $637.2M |
| Pension/profit sharing plans | 27 | $12.8M |
| Charitable organizations | 2 | $200K |
| Corporations/business entities | 5 | $2.4M |
States served
AL, AZ, CA, CO, GA, IN, KY, LA, MI, MS, NY, NC, OH, SC, TN, VA, WI, MO, TX, FL
All web addresses on file
- HTTPS://TWITTER.COM/BEACONCAPITALM
- https://www.youtube.com/channel/UC-0uf0l7ozB-82b9jBxST-A
- HTTP://WWW.BEACONCM.COM/
- https://www.facebook.com/BeaconCapitalManagement
- https://www.linkedin.com/company/beacon-capital-management/
- https://www.instagram.com/beaconcapitalm/
- https://www.youtube.com/@beaconcapitalmanagement3659
Official SEC filing: View on IAPD