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BEACON CAPITAL, LLC

CEDAR RAPIDS, IA · CRD 286316 · IAPD ↗ · 319-389-4371

$278.3MRegulatory AUM
5Advisory reps
5Employees
167Clients
n/aPlanning clients
0Private funds
6States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
February 2026 — BEACON CAPITAL, LLC reported RAUM up 36% ($176.2M -> $239.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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