# Beacon Capital Management

Beacon Capital Management is a Bank / Wealth / Trust based in Dayton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dayton, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 2002
- **Assets under management:** $4.2B (Altss estimate)
- **Website:** www.beaconcapital.com

## Regulatory record

- **CRD number:** 120641
- **SEC file number:** 801-61249
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120641

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beacon-capital-management

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