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Beacon Capital Management, Inc.

● SEC registered since 2002CRD 120641SEC# 801-61249Dayton, OH
Export (members)
Reg. AUM
$4.67B
Employees
22
Accounts
13,893
Location
Dayton, OH

Beacon Capital Management, Inc. assets under management

Beacon Capital Management, Inc. is an investment advisory firm registered with the SEC based in Dayton, OH. The firm has been registered since 2002. It reports $4.7 billion in regulatory assets under management and employs 22 people.
www.beaconinvesting.comView on SEC.gov ↗

Beacon Capital Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Brett Lee Agnew ControlGeneral CounselUnder 5%2022
Daniel Edward Edsen ControlTreasurerUnder 5%2021
Daniel Johnsten Snyder ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Beacon Capital Management, Inc. manage?

Beacon Capital Management, Inc. reports $4.7 billion in regulatory assets under management on its Form ADV.

How many employees does Beacon Capital Management, Inc. have?

Beacon Capital Management, Inc. reports 22 employees.

Where is Beacon Capital Management, Inc. located?

Beacon Capital Management, Inc. is based in Dayton, OH and has been SEC-registered since 2002.

Does Beacon Capital Management, Inc. disclose fund performance?

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

Contact & registration

Address7777 Washington Village Drive, Suite 280, Dayton, OH 45459
Phone937-439-9093
Fax937-424-4825
Office hours9:00a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1575301
Discloses disciplinary historyNo

Assets under management

Discretionary$4.49B
Non-discretionary$180.6M
Total (RAUM)$4.67B