Beacon Capital Management, Inc.

Overview

Beacon Capital Management, Inc. is a corporation registered with the SEC since 2002 and operates as an institutional registered investment adviser serving both individual/family and institutional clients. The firm is owned by a mix of a domestic entity and an individual, and it charges fees based on a percentage of AUM. Its advisory services include portfolio management for individuals/small businesses, investment companies, and businesses or institutions, and it also publishes periodicals or newsletters. Beacon is affiliated with a broker‑dealer, another investment adviser, and an insurance company. The firm does not identify as an active ESG investor. Beacon has received external recognition: it appeared on FA Magazine’s Top RIA Firms list in 2020 and was named among CNBC’s Top 100 Financial Advisory Firms in 2020, 2021 and 2022.

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Public Holdings

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Location & Offices