Beacon Capital Management Review


Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Beacon Capital Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 7 advisors. Beacon Capital Management manages $2.8 billion and provides investment advisory services for 10,661 clients (1:1523 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $258,764
Hybrid Advisor No
Disciplinary History No
Total AUM $2.8 billion
Advisor / Client Ratio 1:1523
Headquarters Dayton, OH
SEC Filings Forms and Brochures    (CRD # 120641)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY


Questions & Answers



Get answers about Beacon Capital Management


Ask a question question_answer