Beacon Capital Management, Inc

Investment Advisor
in Dayton, OH

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About this Advisor

Bill Lowe is a chartered financial consultant working out of Dayton, Ohio, who has been in the financial industry for 12 years. Lowe is on the advisory team at Beacon Capital Management, Inc. Their career trajectory has included roles at Doane College, Sammons Financial Network, LLC, Sammons Retirement Solutions, Spc, Sammons Financial Group and Beacon Capital Management, Inc. Lowe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Beacon Capital Management, Inc is an advisory firm operating in Dayton, Ohio. It has $5 billion in assets between its 15,094 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 15,094 accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees for financial management depend on which services the firm provides the client. Fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets



Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management


OH Average: $2,106,341,625
Total Number of Employees


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Bill Lowe Work History

Bill has 12 years of experience.

2022 - Present (0 year)

Beacon Capital Management, Inc

2012 - Present (10 years)

Sammons Financial Network, LLC

2011 - Present (11 years)

Sammons Retirement Solutions

2011 - Present (11 years)

Sammons Financial Group

2012 - 2021 (9 years)


2010 - 2014 (4 years)

Doane College


Bill Lowe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Beacon Capital Management, Inc

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

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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