CEDAR RAPIDS, IACRD 286316Latest ADV April 22, 2026
Beacon Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated April 22, 2026, reports $278M in regulatory assets under management, 5 employees, and 952 accounts.
Assets Under Management
$278M
Employees
5
Offices
--
Total Clients
629
Primary office
CEDAR RAPIDS, IA
375 COLLINS ROAD NE, SUITE 120, CEDAR RAPIDS, IA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.2% of total clients.
Top client categories% of clientsClients
1
Individuals
92.2%
580
2
HNWI
5.9%
37
3
Corporations
1.9%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of April 22, 2026
Discretionary100.0%
$278M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$278M
Total Accounts952
10Y AUM Change+$163M (+142.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee126:1
10Y Employee Change+1 (+25.0%)
* 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.