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Beacon Capital, LLC

● SEC registered since 2021CRD 286316SEC# 801-120315Cedar Rapids, IA
Export (members)
Reg. AUM
$278.3M
Employees
5
Accounts
952
Location
Cedar Rapids, IA

Beacon Capital, LLC assets under management

Beacon Capital, LLC is an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2021. It reports $278.3 million in regulatory assets under management and employs 5 people.
www.linkedin.com/johnny-siegel-a94668226View on SEC.gov ↗

Beacon Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bret Lee Niemuth ControlChief Compliance Officer/Managing MemberOver 75%2016

Frequently asked questions

How much does Beacon Capital, LLC manage?

Beacon Capital, LLC reports $278.3 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Capital, LLC have?

Beacon Capital, LLC reports 5 employees.

Where is Beacon Capital, LLC located?

Beacon Capital, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2021.

Does Beacon Capital, LLC disclose fund performance?

Beacon Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 Collins Road NE,, Suite 120, Cedar Rapids, IA 52402
Phone319-389-4371
Fax319-409-5945
Office hours8:30 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$278.3M
Non-discretionary$0
Total (RAUM)$278.3M