Beacon Capital, LLC
● SEC registered since 2021CRD 286316SEC# 801-120315Cedar Rapids, IA
Reg. AUM
$278.3M
Employees
5
Accounts
952
Location
Cedar Rapids, IA
Beacon Capital, LLC assets under management
Beacon Capital, LLC is an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2021. It reports $278.3 million in regulatory assets under management and employs 5 people.
Beacon Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bret Lee Niemuth Control | Chief Compliance Officer/Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Beacon Capital, LLC manage?
Beacon Capital, LLC reports $278.3 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Capital, LLC have?
Beacon Capital, LLC reports 5 employees.
Where is Beacon Capital, LLC located?
Beacon Capital, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2021.
Does Beacon Capital, LLC disclose fund performance?
Beacon Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 375 Collins Road NE,, Suite 120, Cedar Rapids, IA 52402 |
| Phone | 319-389-4371 |
| Fax | 319-409-5945 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$278.3M▲ 58%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$278.3Mregulatory AUM
Discretionary $278.3M