Data / Investment advisers / Ohio / Beacon Capital Management, Inc.
Beacon Capital Management, Inc., Dayton, OH: $4.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beacon Capital Management, Inc. is an SEC registered investment adviser with its main office in Dayton, Ohio and reports $4.3 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and investment companies. It is paid through a percentage of assets under management.
The request: Watch Beacon Capital Management, Inc. (CRD number 120641): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120641
- SEC file number
- 801-61249
- SEC status
- Approved, effective June 13, 2002
- Main office
- 7777 Washington Village Drive Suite 280, Dayton, OH 45459
- Phone
- (937) 439-9093
- Website
- beaconinvesting.com
- Regulatory AUM
- $4,258,083,129 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $4,022,793,836
- Non discretionary AUM
- $235,289,293
- Accounts
- 10,456
- Employees
- 44, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 10,057 | $1.64 billion |
| High net worth individuals | 162 | $352.8 million |
| Investment companies | 3 | $150.4 million |
| Pension and profit sharing plans | 162 | $47.2 million |
| Corporations or other businesses | 48 | $27.2 million |
| Charitable organizations | 6 | $1.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.26 billion | March 31, 2026 |
| December 1, 2025 | $4.67 billion | September 10, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hamilton Capital | Columbus | $4.94 billion | 2 | adviserinfo.sec.gov |
| Ancora Advisors LLC | Mayfield Heights | $4.61 billion | Not listed | adviserinfo.sec.gov |
| Prosperity Capital Advisors | Westlake | $4.39 billion | Not listed | adviserinfo.sec.gov |
| Drive Capital LLC | Columbus | $4.38 billion | 21 | adviserinfo.sec.gov |
| Pca Investment Advisory Services, Inc. | Cincinnati | $4.31 billion | Not listed | adviserinfo.sec.gov |
| Ancora Private Wealth Advisors, LLC | Cleveland | $3.90 billion | Not listed | adviserinfo.sec.gov |
| Seniors Housing Fund Manager LLC | Toledo | $3.79 billion | 4 | adviserinfo.sec.gov |
| CM Wealth Advisors LLC | Beachwood | $3.60 billion | 30 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Beacon Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.