Beacon Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 12, 2026, reports $1.3B in regulatory assets under management, 39 employees, 3 offices, and 5,702 accounts.
Assets Under Management
$1.3B
Employees
39
Offices
3 offices
Total Clients
2,098
Primary office
FRANKLIN, TN
751 COOL SPRINGS BLVD, SUITE 106, FRANKLIN, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
1,748
2
HNWI
15.1%
316
3
Pension Plans
1.3%
27
4
Corporations
0.2%
5
5
Charitable
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 12, 2026
Discretionary99.9%
$1.3B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
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.
Total AUM$1.3B
Total Accounts5,702
10Y AUM Change+$1.1B (+728.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee54:1
10Y Employee Change+28 (+254.5%)
* 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.