Beacon Capital Management, Inc.
● SEC registered since 2002CRD 120641SEC# 801-61249Dayton, OH
Reg. AUM
$4.26B
Employees
44
Accounts
10,456
Location
Dayton, OH
Beacon Capital Management, Inc. assets under management
Beacon Capital Management, Inc. is an investment advisory firm registered with the SEC based in Dayton, OH. The firm has been registered since 2002. It reports $4.3 billion in regulatory assets under management and employs 44 people.
Beacon Capital Management, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Lee Agnew Control | General Counsel | Under 5% | 2022 |
| Daniel Edward Edsen Control | Treasurer | Under 5% | 2021 |
| Daniel Johnsten Snyder Control | Chief Compliance Officer | Under 5% | 2025 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beacon Capital Management, Inc. manage?
Beacon Capital Management, Inc. reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Beacon Capital Management, Inc. have?
Beacon Capital Management, Inc. reports 44 employees.
Where is Beacon Capital Management, Inc. located?
Beacon Capital Management, Inc. is based in Dayton, OH and has been SEC-registered since 2002.
Does Beacon Capital Management, Inc. disclose fund performance?
Beacon Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7777 Washington Village Drive, Suite 280, Dayton, OH 45459 |
| Phone | 937-439-9093 |
| Fax | 937-424-4825 |
| Office hours | 9:00a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1575301 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.26B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$4.26Bregulatory AUM
Discretionary $4.02BNon-discretionary $235.3M