Beacon Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dayton, OH. Its latest Form ADV filing, dated March 31, 2026, reports $4.3B in regulatory assets under management, 44 employees, 1 office, and 10,456 accounts.
Assets Under Management
$4.3B
Employees
44
Offices
1 office
Total Clients
10,456
Primary office
DAYTON, OH
7777 WASHINGTON VILLAGE DRIVE, SUITE 280, DAYTON, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.2% of total clients.
Top client categories% of clientsClients
1
Individuals
96.2%
10,057
2
HNWI
1.5%
162
3
Pension Plans
1.5%
162
4
Corporations
0.5%
48
5
DIRECT PLATFORM ADVISORY MANAGED ACCOUNTS
0.2%
18
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 31, 2026
Discretionary94.5%
$4.0B
94% of total RAUM94.5%
Non-discretionary5.5%
$235M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.3B
Total Accounts10,456
10Y AUM Change+$2.2B (+110.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee238:1
10Y Employee Change+18 (+69.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.