Robert
Huston
Beacon Capital Management, Inc
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About this Advisor
Robert Huston is a financial advisor working in Dayton, Ohio. Huston is on the advisory team at Beacon Capital Management, Inc. During their career, the advisor has held roles at Destra Capital Investments LLC, Destra Capital Advisors, LLC, Gwfs Equities, Inc, Royal Alliance Associates, Inc, Pruco Securities, LLC, The Prudential Insurance Company Of America, Sammons Financial Network, LLC and Beacon Capital Management, Inc. Huston has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Beacon Capital Management, Inc is a firm operating out of Dayton, OH. It oversees $5 billion in total assets among its 16,372 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 16,372 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has 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 depend on which services the firm provides the client. However, fees charged by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,922,296,385
25
16,372
$300,653
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Robert Huston Work History
Robert has been registered as a financial advisor for 0 years.*
Sammons Financial Network, LLC
Beacon Capital Management, Inc
Gwfs Equities, Inc
Royal Alliance Associates, Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
Destra Capital Investments LLC
Destra Capital Advisors, LLC
*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 Robert Huston 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
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Sac City, IA
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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