Beacon Capital Management, Inc

CRD#120641
Investment Advisor Firm

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Learn more about Beacon Capital Management, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Beacon Capital Management, Inc is located at 7777 Washington Village Drive, Dayton, OH. The firm employs 8 financial advisors to manage client portfolios and provide financial guidance. Beacon Capital Management, Inc is not a registered broker-dealer.

    Beacon Capital Management, Inc oversees $4.3 billion in assets under management across 15,730 accounts, of which 15,551 are discretionary and 179 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Beacon Capital Management, Inc is asset-based. The firm has 252 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, lawyer or law firm, insurance company or agency, pension consultant, real estate broker or dealer, and commodity pool advisor.

    Beacon Capital Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $4.3 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    7777 Washington Village Drive
    Dayton, OH 45459

    Beacon Capital Management, Inc by the Numbers

    Total Assets Under Management

    $4.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    27

    National Average: 64
    Total Number of Accounts

    15,730

    National Average: 375,227
    Average Account Size

    $275.2 thousand

    National Average: $23.0 thousand
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    Products and Services

    Beacon Capital Management, Inc provides multiple financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. However, Beacon Capital Management, Inc did not provide financial planning services to any of its customers in the previous fiscal year. The Firm is not involved in selling products or offering services other than investment advisory services to its investment advisory customers.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management largely are based on the financial services provided. Fees charged by Beacon Capital Management, Inc typically consist of the following fee structure: asset-based.The company does participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different clients. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations, corporations, and other. Out of its 6 clients, Beacon Capital Management, Inc's largest client type by number of accounts is retail investors, but it also caters to 252 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 1.59%
    • Other Individuals - 96.55%
    • Corporations - 1.8%
    • Charitable Organizations - 0.06%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Beacon Capital Management, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Beacon Capital Management, Inc

    Erik Blase
    West Des Moines, IA
    Brian Thomson
    Dayton, OH
    Michael Mock
    West Des Moines, IA
    Diavante Brown
    Dayton, OH
    Adam Roepsch
    Dayton, OH
    Vincent Gaglione
    Dayton, OH
    Isaiah Stegman
    Sac City, IA
    Brett Agnew
    Dayton, OH
    Emily Damman
    Dayton, OH

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