Investment adviser · CRD 120641
BEACON CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
DAYTON, OH, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $4.26B Form ADV · Item 5.F
- Client accounts
- 10,456 Accounts, not individual clients
- Employees
- 44 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 |
|---|---|---|---|
| Other clients | 18 | $2,034,504,083 | 47.8% |
| Individuals | 10,057 | $1,644,800,155 | 38.6% |
| High-net-worth individuals | 162 | $352,775,021 | 8.3% |
| Investment companies | 3 | $150,424,700 | 3.5% |
| Retirement plans | 162 | $47,190,708 | 1.1% |
| Corporations & businesses | 48 | $27,169,222 | 0.6% |
| Charities | 6 | $1,219,240 | 0.0% |
Filing source
Form ADV 2089512 · Mar 31, 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: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
7777 WASHINGTON VILLAGE DRIVE, SUITE 280DAYTON, OH, 45459, United States
CRD 120641
Filing source
Form ADV 2089512 · Mar 31, 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.