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 operates as a financial advisory company based in Dayton, Ohio. The company has $4.9 billion in assets under management throughout 16,372 accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has a small group, including 12 financial advisors. Beacon Capital Management, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, bonds and options.

    Beacon Capital Management, Inc administers most of its accounts in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without requiring the customer's approval. The company also administers 33 non-discretionary accounts with a total of $32.1 million in AUM. The investment advisory firm's typical account size is $300,653. An average advisor at Beacon Capital Management, Inc oversees about 1,364 client accounts.

    The company's headquarters is located at 7777 Washington Village Drive, Dayton, Ohio 45459. Beacon Capital Management, Inc is legally registered to provide services to customers throughout 51 U.S. states and territories.

    Assets Under Management

    $4.9 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    7777 Washington Village Drive
    Dayton, OH 45459

    Beacon Capital Management, Inc by the Numbers

    Total Assets Under Management

    $4.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    25

    National Average: 64
    Total Number of Accounts

    16,372

    National Average: 375,227
    Average Account Size

    $300.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Beacon Capital Management, Inc provides a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Beacon Capital Management, Inc is not involved in selling products or offering services other than investment advice to its investment advisory customers. It is affiliated with one or more other service providers in the financial services industry, including 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.

    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.

    • Find a firm that offers this service

      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 management fees typically depend on the type of financial services provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Beacon Capital Management, Inc.

    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 manages money for a broad range of investors. The company caters to retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 16,372 clients, Beacon Capital Management, Inc's largest client group is retail investors, although it also manages money for 205 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 1.25%
    • Other Individuals - 96.55%
    • Corporations - 2.14%
    • Charitable Organizations - 0.05%

    * 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

    Thomas Corner
    Dayton, OH
    Vincent Gaglione
    Dayton, OH
    Tyler Mays
    Dayton, OH
    Brian Thomson
    Dayton, OH
    Brett Agnew
    Dayton, OH
    Isaiah Stegman
    Sac City, IA
    Emily Damman
    Dayton, OH
    Michael Mock
    West Des Moines, IA
    Kerry Cahill
    Dayton, OH

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