RIA Intel›Advisers›Ohio›BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC.

Advisory

N·DAYTON, OH

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

-12.1%

3-Year CAGR

+9.0%

Employees

5

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.5B

Non-Discretionary AUM$181M

Discretionary %96.1%

Total Clients13,893

Team

Total Employees5

Investment Advisers22

Employee Growth (1Y)-30.8%

Filing History

Total Filings on Record67

First FilingJun 6, 2002

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 67 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEACON CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.