Nicholas
Shoulta

Beacon Capital Management, LLC

CRD#7119614
Investment Advisor
in Franklin, TN

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About this Advisor

Nicholas Shoulta is a financial advisor based in Franklin, Tennessee, working with Beacon Capital Management, LLC. Nicholas has previously held positions at Shoemaker Financial, Securian Financial Services Inc, Minnesota Life Insurance Co, City Of Bowling Green, Rafferty's Restaurant, Cabela's, Western Kentucky University, Madisonville North Hopkins High School, and Beacon Capital Management, LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Nicholas is part of Beacon Capital Management, LLC, which operates out of Franklin, Tennessee. The firm has 3 offices and 31 employees. The firm manages assets totaling $859.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Beacon Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

751 Cool Springs Blvd Suite 106
Franklin, TN 37067

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Beacon Capital Management, LLC Brokerage Details

Total Assets Under Management

$859,198,792

TN Average: $730,596,643
Total Number of Employees

31

TN Average: 15
Total Number of Accounts

5,216

TN Average: 968
Average Account Size

$164,724

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Nicholas Shoulta Work History

2020 - Present (4 years)

Beacon Capital Management, LLC

2020 - 2020 (< 1 year)

Shoemaker Financial

2020 - 2020 (< 1 year)

Securian Financial Services Inc

2020 - 2020 (< 1 year)

Minnesota Life Insurance Co

2019 - 2020 (1 year)

City Of Bowling Green

2018 - 2019 (1 year)

Rafferty'S Restaurant

2017 - 2018 (1 year)

Cabela'S

2016 - 2020 (4 years)

Western Kentucky University

2012 - 2016 (4 years)

Madisonville North Hopkins High School

Disclosures

Please visit the SEC profile of Nicholas Shoulta 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, LLC

Justin Radford
Franklin, TN
Tyron Draper
Franklin, TN
William Rogers
Franklin, TN
Richard Ferguson
Franklin, TN
Chelsey Wahlman
Franklin, TN
Danielle Coryer
Franklin, TN
Frankie Merritt
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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