Beacon Capital Management, Inc

CRD#120641
Investment Advisor Firm

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Overview

Beacon Capital Management, Inc is an advisory firm based in Dayton, Ohio. The company manages $4.7 billion in total assets across 15,094 accounts, making it one of the largest firms in the country by assets under management (AUM). Beacon Capital Management, Inc has a small team, including 9 financial advisors. Beacon Capital Management, Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.

Beacon Capital Management, Inc manages the majority of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions without needing to seek the client's consent. Beacon Capital Management, Inc also administers 44 non-discretionary accounts totaling $64.1 million in assets. The investment advisory firm administers about $314,303 for each client account. An average financial advisor at Beacon Capital Management, Inc manages about 1,677 client accounts.

Beacon Capital Management, Inc’s main office is located at 7777 Washington Village Drive, Dayton, Ohio 45459. Beacon Capital Management, Inc is permitted to provide services to customers across 51 U.S. states and territories.

Assets Under Management

$4.7 billion

Number of Advisors

9

Disclosures

No

Office Location

7777 Washington Village Drive
Dayton, OH 45459

Beacon Capital Management, Inc by the Numbers

Total Assets Under Management

$4.7 billion

National Average: $9.0 billion
Total Number of Employees

22

National Average: 71,771
Total Number of Accounts

15,094

National Average: 4,329
Average Account Size

$314.3 thousand

National Average: $2.1 million

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Products and Services

Beacon Capital Management, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. The firm does not sell products or offer services other than investment advice to its investment advisory clients. It is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant, real estate broker or dealer and commodity pool advisor.

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 47% 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

Financial advisory fees largely vary depending on which service is offered. However, fee types billed by Beacon Capital Management, Inc typically consist of the following fee structures: asset-based. Beacon Capital Management, Inc does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 70% 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 33% 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 company manages money for a number of different investors. It works with retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 15,094 customers, Beacon Capital Management, Inc's largest client group by number of accounts is retail investors, though it also caters to 297 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM 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). None of the company's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 1.97%
  • Other Individuals - 96.18%
  • Corporations - 1.78%
  • Charitable Organizations - 0.08%

* 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

Tyler Mays
Dayton, OH
Kerry Cahill
Dayton, OH
Jesse Howie
Dayton, OH
Vincent Gaglione
Dayton, OH
Melissa Scheuerman
Dayton, OH
Gregory Bonzagni
Dayton, OH
John Henseler
Dayton, OH
Bill Lowe
Dayton, OH
James Cook
Dayton, OH

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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