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BEACON CAPITAL MANAGEMENT, INC.

DAYTON, OH · CRD 120641 · IAPD ↗ · beaconinvesting.com · 937-439-9093

$4.26BRegulatory AUM
5Advisory reps
44Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
December 2025 — BEACON CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2025 — BEACON CAPITAL MANAGEMENT, INC. now reports custody of client assets ($259.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2025 — BEACON CAPITAL MANAGEMENT, INC. shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — BEACON CAPITAL MANAGEMENT, INC. shrank from 13 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.