{
  "crd_number": 120641,
  "slug": "beacon-capital-management-inc-dayton-oh-120641",
  "primary_business_name": "BEACON CAPITAL MANAGEMENT, INC.",
  "legal_name": "BEACON CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Dayton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-06-13",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 4258083129.0,
  "raum_discretionary": 4022793836.0,
  "raum_non_discretionary": 235289293.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 44,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2034504083.0,
      "count": 18,
      "description": "DIRECT PLATFORM ADVISORY MANAGED ACCOUNTS"
    },
    "charitable": {
      "raum": 1219240.0,
      "count": 6
    },
    "individuals": {
      "raum": 1644800155.0,
      "count": 10057
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 150424700.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 47190708.0,
      "count": 162
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 352775021.0,
      "count": 162
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 27169222.0,
      "count": 48
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://beaconinvesting.com",
    "https://beaconinvestingfunds.com",
    "https://linkedin.com/company/beacon-capital-mgmt",
    "https://youtube.com/@BeaconCapitalManagementAtSFG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120641",
  "city_as_filed": "DAYTON",
  "url": "https://advisorcensus.com/firm/beacon-capital-management-inc-dayton-oh-120641",
  "display_name": "Beacon Capital Management, Inc.",
  "summary": "Beacon Capital Management, Inc. is an SEC-registered investment advisory firm in Dayton, OH, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Beacon Capital Management, Inc. (CRD 120641): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Beacon Capital Management, Inc. located?",
      "a": "Beacon Capital Management, Inc.'s principal office is in Dayton, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Beacon Capital Management, Inc. registered with the SEC or a state?",
      "a": "Beacon Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120641."
    },
    {
      "q": "How much does Beacon Capital Management, Inc. manage?",
      "a": "Beacon Capital Management, Inc. reports $4,258,083,129 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary)."
    },
    {
      "q": "How have Beacon Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beacon Capital Management, Inc.: Regulatory assets under management: $3,342,878,774 in the October 2021 data and $4,258,083,129 in the October 2026 data, up 27%. Total employees: 20 in October 2021 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beacon Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10,057); high net worth individuals (162); pension and profit sharing plans (but not the plan participants or government pension plans) (162)."
    },
    {
      "q": "Which custodians does Beacon Capital Management, Inc. use?",
      "a": "Beacon Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beacon Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120641"
    },
    {
      "q": "What changed in Beacon Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3342878774.0,
      "total_employees": 20,
      "filing_date": "2021-07-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4744090206.0,
      "total_employees": 22,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4922296385.0,
      "total_employees": 25,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4328922124.0,
      "total_employees": 28,
      "filing_date": "2024-07-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4056070675.0,
      "total_employees": 25,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4258083129.0,
      "total_employees": 44,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $4,056,070,675 to $4,669,480,758 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beacon-capital-management-inc-dayton-oh-120641.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10057,
      "fewer_than_5": false,
      "raum": 1644800155.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 162,
      "fewer_than_5": false,
      "raum": 352775021.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 150424700.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 162,
      "fewer_than_5": false,
      "raum": 47190708.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1219240.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 48,
      "fewer_than_5": false,
      "raum": 27169222.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 18,
      "fewer_than_5": false,
      "raum": 2034504083.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120641",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}