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Beacon Capital Management
Beacon Capital Management is an SEC-registered investment adviser in Dayton, Ohio, since 2002. The firm manages $4.3 billion in assets, with $4.0 billion on a...
Overview
Beacon Capital Management is an SEC-registered investment adviser in Dayton, Ohio, since 2002. The firm manages $4.3 billion in assets, with $4.0 billion on a discretionary basis. It has 44 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
United States
City
Dayton
Corporate office
Dayton, OH, United States
Frequently asked questions
Does Beacon Capital Management disclose its portfolio holdings or investment strategy?
No. Beacon Capital Management does not publicly disclose its asset-class mix, stage preferences, fund commitments, or direct holdings. This opacity is common among closely held wealth managers that do not market to institutional allocators or the broader public.
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