# Beacon Capital Management, LLC

> Beacon Capital Management, LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 156228
- Filed as: BEACON CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156228
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228

## Quick answers

**How is Beacon Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beacon Capital Management, LLC located?**
Beacon Capital Management, LLC's principal office is in Franklin, TN, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Beacon Capital Management, LLC registered with the SEC or a state?**
Beacon Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 156228.

**How much does Beacon Capital Management, LLC manage?**
Beacon Capital Management, LLC reports $1,269,503,035 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Beacon Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Beacon Capital Management, LLC: Regulatory assets under management: $601,032,984 in the October 2021 data and $1,269,503,035 in the October 2026 data, up 111%. Total employees: 27 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beacon Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,748); high net worth individuals (316); pension and profit sharing plans (but not the plan participants or government pension plans) (27).

**Which custodians does Beacon Capital Management, LLC use?**
Beacon Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Beacon Capital Management, LLC report any disciplinary disclosures?**
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/156228

**What changed in Beacon Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 17. Regulatory assets under management went from $1,070,557,366 to $1,269,503,035 (+19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,269,503,035
- Discretionary: $1,268,369,326
- Non-discretionary: $1,133,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,748 | $616,916,969 |
| High net worth individuals | 316 | $637,191,798 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $12,797,754 |
| Charitable organizations | 2 | $199,633 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $2,396,881 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 39 total, 17 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IN, KY, LA, MI, MO, MS, NC, NY, OH, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Hendersonville, TN
- Mt. Juliet, TN
- Murfreesboro, TN

### Websites listed on Form ADV (Item 1.I)
- beaconcm.com
- Facebook @BeaconCapitalManagement
- Instagram @beaconcapitalm
- LinkedIn @beacon-capital-management
- X @BEACONCAPITALM
- YouTube @beaconcapitalmanagement3659
- YouTube @UC-0uf0l7ozB-82b9jBxST-A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $601,032,984 | 27 | September 14, 2021 |
| October 2022 | $711,978,480 | 30 | March 31, 2022 |
| October 2023 | $673,055,256 | 30 | March 9, 2023 |
| October 2024 | $859,198,792 | 31 | April 30, 2024 |
| October 2025 | $1,070,557,366 | 35 | March 25, 2025 |
| October 2026 | $1,269,503,035 | 39 | March 12, 2026 |

Regulatory assets under management: $601,032,984 in the October 2021 data and $1,269,503,035 in the October 2026 data, up 111%.
Total employees: 27 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 17.
- Regulatory assets under management went from $1,070,557,366 to $1,269,503,035 (+19%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Capital Management, LLC (CRD 156228): Form ADV filing data as of October 2026.