Joshua
Smith

Beacon Capital Management, Inc

CRD#5193278
Investment Advisor
in Dayton, OH

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About this Advisor

Joshua Smith is a financial advisor working in Dayton, Ohio with a total of 1 year of industry experience. Smith currently works for Beacon Capital Management, Inc. The advisor has gained experience at Ia Air National Guard, Spc, Beacon Capital Management, Inc and Sammons Financial Group. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa. Beacon Capital Management, Inc is a firm that has its headquarters in Dayton, OH. It oversees $5 billion in total assets across its 16,372 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 16,372 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Beacon Capital Management, Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors usually are based on the services provided. However, fees billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$4,922,296,385

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

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

Investment Advisory Services

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

Joshua Smith Work History

Joshua has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beacon Capital Management, Inc

2011 - Present (13 years)

Sammons Financial Group

1998 - Present (26 years)

Ia Air National Guard

2013 - 2021 (8 years)

Spc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Capital Management, Inc

Brett Agnew
Dayton, OH
Tyler Mays
Dayton, OH
Thomas Corner
Dayton, OH
Emily Damman
Dayton, OH
Vincent Gaglione
Dayton, OH
Isaiah Stegman
Sac City, IA
Brian Thomson
Dayton, OH
Jesse Howie
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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