Investment adviser · CRD 286316
BEACON CAPITAL, LLC
Investment adviser filing (IA)
CEDAR RAPIDS, IA, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $278M Form ADV · Item 5.F
- Client accounts
- 952 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 580 | $188,403,949 | 67.7% |
| High-net-worth individuals | 37 | $85,914,181 | 30.9% |
| Corporations & businesses | 12 | $3,978,885 | 1.4% |
Filing source
Form ADV 2097303 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
375 COLLINS ROAD NE,, SUITE 120CEDAR RAPIDS, IA, 52402, United States
CRD 286316
Filing source
Form ADV 2097303 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.