# Beacon Capital, LLC

> Beacon Capital, LLC is a state-registered investment advisory firm in Darien, CT, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 127583
- Filed as: BEACON CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Darien, CT
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127583
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-capital-llc-darien-ct-127583

## Quick answers

**How is Beacon Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Beacon Capital, LLC located?**
Beacon Capital, LLC's principal office is in Darien, CT, according to its Form ADV.

**Is Beacon Capital, LLC registered with the SEC or a state?**
Beacon Capital, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 127583.

**How much does Beacon Capital, LLC manage?**
Beacon Capital, LLC reports $61,200,223 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (99% discretionary).

**What types of clients does Beacon Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (18); charitable organizations (2).

**Does Beacon Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127583

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $61,200,223
- Discretionary: $60,368,877
- Non-discretionary: $831,346

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $23,010,099 |
| High net worth individuals | 18 | $37,358,778 |
| Charitable organizations | 2 | $831,346 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconcapitalllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Capital, LLC (CRD 127583): Form ADV filing data as of October 2026.