Beacon Capital Management, LLC
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 156228
- Registered since
- September 23, 2015
- Website
- beaconcm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.19%
- Individuals48.6%
- Pension & Profit Sharing Plans1.01%
- Corporations / Businesses0.19%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beacon Capital Management, LLC is an independent, SEC-registered RIA (registered in 2015) structured as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator that directs client assets to third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars. Beacon also operates as an insurance broker and bills clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. Beacon was named among Citywire’s "50 Growers Across America" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities12%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2Benjamin Christy
Chief Operations OfficerCRD 6925046
CAMERON BENSON
CEO & Wealth AdvisorCRD 5412206
Contacts
3 of 17WILLIAM ROGERS
Financial AdvisorCRD 4329395
Isaac Knittle
Licensed ParaplannerCRD 7665247
DANIEL BENSON
Executive Vice President & Financial AdvisorCRD 5533157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$478M in ETFs
84%
$400M
14%
$78.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $109M | 166,854 | 22.68% |
Location
FRANKLIN, TN
WILLIAMSON
Location
FRANKLIN, TN
Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 751 Cool Springs Blvd
- Time zone
- CT (UTC-6)
- Office locations
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