Melissa
Scheuerman

Beacon Capital Management, Inc

CRD#3218288
Investment Advisor
in Dayton, OH

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About this Advisor

Melissa Scheuerman is a financial advisor operating in Dayton, Ohio, who has been in the industry for 11 years. Scheuerman works at Beacon Capital Management, Inc. Scheuerman has gained experience at Sammons Financial Network, Spc and Beacon Capital Management, Inc. Scheuerman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Beacon Capital Management, Inc is a firm operating out of Dayton, Ohio. It manages $5 billion in assets across its 15,094 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 15,094 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Beacon Capital Management, Inc offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fees usually vary depending on the type of services. Fee types billed 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

Melissa Scheuerman Work History

Melissa 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

Melissa Scheuerman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Beacon Capital Management, Inc

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