SourcingSourcing

BEACON CAPITAL MANAGEMENT, LLC

C11
CRD 156228·SEC 801-106678·FRANKLIN, TN
AUM
$1.27B
$1B+
Est. Revenue
$12.7M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACON CAPITAL MANAGEMENT, LLC
CRD
156228
SEC file #
801-106678
EIN
020739554
DBA names
—

Economics

AUM
$1.27B
AUM band
$1B+
AUM trajectory
'20'26
$297.5M → $1.27B▲ +327%
Client mix
Individuals Other1,748
Individuals High Net Worth316
Pension Profit Sharing Plans27
Corporations5
Charitable Organizations2

Operations

Employees (total)
39
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
9 advisors → 17 advisors▲ +89%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
twitter.com/beaconcapitalm(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENSON, CAMERON, WAYNE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BENSON, CAMERON, WAYNE
MAXSON, JONATHAN, SHAWN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:beacon.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001921487
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2022-05-16
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001921487-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
751 COOL SPRINGS BLVDSTE 106FRANKLIN, TN 37067
Business
751 COOL SPRINGS BLVDSTE 106FRANKLIN, TN 37067
Edgar EIN
020739554
Edgar Recent Filings
13F-HR2026-05-11 · 0001921487-26-000002
13F-HR2026-02-13 · 0001921487-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5412206
Trust Company Affiliate
No

People (19)

19
BENSON, CAMERON, WAYNE
IAR · Direct Owner · 37.5%
5412206
MAXSON, JONATHAN, SHAWN
IAR · Direct Owner · 37.5%
5403589
BENSON, DANIEL, P J
IAR · Direct Owner · 7.5%
5533157
YANCEY O'BRIEN WADE
Executive Officer · 2.5%
2645247
Christy, Benjamin, T
Executive Officer · 2.5%
6925046
Brandon James Doering
IAR
7514745
Connor Roggie
IAR
7122576
Isaac Jackson Knittle
IAR
7665247
WILLIAM S ROGERS
IAR
4329395
TYRON BLAKE DRAPER
IAR
6183788
DAVID LEE BUSELMEIER
IAR
6435589
JOHN CHRISTOPHER KEYS
IAR
3260828
Richard Thomas Ferguson
IAR
6385433
FRANKIE VICTOR MERRITT
IAR
5377875
Justin Radford
IAR
6960871
Nicholas Craig Shoulta
IAR
7119614
Austin Reiser
IAR
7467576
Javier Marroquin Forcade
IAR
7362378
Andrew Michael Brenhaug
IAR
7499730