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BEACON CAPITAL, LLC
CRD 286316 · SEC 801-120315
375 COLLINS ROAD NE,, SUITE 120, CEDAR RAPIDS, IA, 52402, United States
Phone
319-389-4371
Fax
319-409-5945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.3M
Discretionary AUM
$278.3M
Team
5 total employees; 5 advisory reps; 167 broker-dealer reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 580 | $188.4M |
| High net worth individuals | 37 | $85.9M |
| Corporations/business entities | 12 | $4.0M |
States served
IL, IA, MN, NE, WI, TX
All web addresses on file
Official SEC filing: View on IAPD