Gregory
Bonzagni

Beacon Capital Management, Inc

CRD#2790251
Investment Advisor
in Dayton, OH

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About this Advisor

Gregory Bonzagni is a financial advisor who works in Dayton, Ohio, with a total of 11 years of financial industry experience. Bonzagni is an advisor for Beacon Capital Management, Inc. Throughout their career, they have worked at Spc, Sammons Financial Network and Beacon Capital Management, Inc. Bonzagni holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Beacon Capital Management, Inc is an advisory business that has its headquarters in Dayton, Ohio. It handles $5 billion in assets under management between its 15,094 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 15,094 accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

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

$4,744,090,206

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

22

OH Average: 34
Total Number of Accounts

15,094

OH Average: 1,972
Average Account Size

$314,303

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

Gregory Bonzagni Work History

Gregory has 11 years of experience.

2022 - Present (0 year)

Beacon Capital Management, Inc

2011 - Present (11 years)

Sammons Financial Network

2013 - 2021 (8 years)

Spc

Disclosures

Gregory Bonzagni has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Beacon Capital Management, Inc

Tyler Mays
Dayton, OH
Melissa Scheuerman
Dayton, OH
Gregory Bonzagni
Dayton, OH
Kerry Cahill
Dayton, OH
Jesse Howie
Dayton, OH
Vincent Gaglione
Dayton, OH
John Henseler
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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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