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BEACON CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · CRD 156228 · IAPD ↗ · 615-224-9794

$1.27BRegulatory AUM
17Advisory reps
39Employees
0Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — BEACON CAPITAL MANAGEMENT, LLC notice-filed in MO, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — BEACON CAPITAL MANAGEMENT, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
April 2025 — BEACON CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($859.2M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — BEACON CAPITAL MANAGEMENT, LLC notice-filed in CO, LA, MI, MS, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — BEACON CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($673.1M -> $859.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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