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Beacon Capital Management, LLC

● SEC registered since 2015CRD 156228SEC# 801-106678Franklin, TN
Export (members)
Reg. AUM
$1.27B
Employees
39
Accounts
5,702
Location
Franklin, TN

Beacon Capital Management, LLC assets under management

Beacon Capital Management, LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2015. It reports $1.3 billion in regulatory assets under management and employs 39 people.

Beacon Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Benjamin T ChristyChief Operations OfficerUnder 5%2018
Cameron Wayne Benson ControlCo-Owner & Sr Partner25-50%2005
Daniel P J Benson ControlPresident5-10%2016
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Frequently asked questions

How much does Beacon Capital Management, LLC manage?

Beacon Capital Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Beacon Capital Management, LLC have?

Beacon Capital Management, LLC reports 39 employees.

Where is Beacon Capital Management, LLC located?

Beacon Capital Management, LLC is based in Franklin, TN and has been SEC-registered since 2015.

Does Beacon Capital Management, LLC disclose fund performance?

Beacon Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address751 Cool Springs Blvd, Suite 106, Franklin, TN 37067
Phone615-224-9794
Fax615-224-9795
Office hoursMonday - Thursday: 8:00 a.m. To 5:00 p.m. (Cdt), Friday: 8:00 a.m.- 4:00 p.m. (Cdt
SEC regionAtlanta Regional Office (ARO)
CIK1921487
Discloses disciplinary historyNo

Regulatory AUM

$1.27B▲ 19%
Mar '25 — $1.07BApr '25 — $1.07BMay '25 — $1.07BJun '25 — $1.07BJul '25 — $1.07BAug '25 — $1.07BSep '25 — $1.07BOct '25 — $1.07BNov '25 — $1.07BDec '25 — $1.07BJan '26 — $1.07BFeb '26 — $1.07BMar '26 — $1.27BApr '26 — $1.27BMay '26 — $1.27BJun '26 — $1.27B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$1.27Bregulatory AUM
Discretionary $1.27BNon-discretionary $1.1M