BEACON CAPITAL MANAGEMENT, INC.

CRD

120641

SEC file #

801-61249

EIN

311720376

DBA names

—

Economics

AUM

$4.26B

AUM band

$1B+

AUM trajectory

'20 · $2.76B

'21 · $3.08B

'22 · $3.34B

'23 · $4.74B

'25 · $4.67B

'26 · $4.26B

'20'26

$2.76B → $4.26B▲ +54%

sec adv history

Client mix

Individuals Other	10,057
Individuals High Net Worth	162
Pension Profit Sharing Plans	162
Corporations	48
Other	18

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 4 advisors

'22 · 3 advisors

'23 · 11 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

7 advisors → 5 advisors▼ -29%

sec adv history

Primary office

DAYTON OH

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesPublication of periodicals

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

beaconinvesting.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SAMMONS FINANCIAL GROUP WEALTH

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SAMMONS FINANCIAL GROUP WEALTH

AGNEW, BRETT, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BEACONINVESTING.COM

Rdap Domain Creation Date

2005-04-04T13:45:11Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001575301

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-02-05

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001575301-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	4
E*trade	4
Raymond James	2
Morgan Stanley	2

adv brochure

Edgar Addresses

Mailing

7777 WASHINGTON VILLAGE DRIVESUITE 280DAYTON, OH 45459

Business

7777 WASHINGTON VILLAGE DRIVESUITE 280DAYTON, OH 45459

Edgar EIN

311720376

Edgar Recent Filings

13F-HR/A2026-05-08 · 0001575301-26-000003

13F-HR2026-04-30 · 0001575301-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-04T13:45:11Z

Rdap Domain Last Changed

2026-04-05T16:03:12Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

People (31)

Mock, Michael, Lee

7637766

AGNEW, BRETT, LEE

3211821

Mays, Tyler, Jeremy

6693891

Damman, Emily, MARLENE