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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...
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 discretionary basis. It has 44 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
$4.2B (Altss estimate)
Location
Region
North America
Country
United States
City
Dayton
Corporate office
Dayton, OH, United States
Frequently asked questions
How is Beacon Capital Management structured as an asset owner?
Beacon Capital Management operates through the bank, wealth, and trust channel, a structure that typically embeds fiduciary and trust services alongside investment management. The firm’s ownership, founding date, and named principals are not publicly disclosed, limiting a precise structural breakdown. Its operations are anchored in Dayton, Ohio.
What is the source of Beacon Capital Management's assets under management?
The firm's client base is not publicly detailed. Given its wealth-manager structure and midwestern headquarters, the assets are likely sourced from regional high-net-worth individuals, trusts, and families. No single wealth-origin event or family has been publicly tied to the firm.
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.
Who runs investment decisions at Beacon Capital Management?
The principals and investment committee members are not identified in any public source reviewed. Without a public website or LinkedIn presence by the principals, the decision-making hierarchy remains unknown to external parties.
Does Beacon Capital Management participate in direct deals, fund commitments, or co-investments?
The firm’s participation in direct deals, fund commitments, or co-investment clubs has not been disclosed. Its classification as an asset owner within a bank, wealth, and trust structure suggests a broad investment mandate, but no deal-level data confirms the approach.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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