BEACON CAPITAL MANAGEMENT, INC.
Latest filing: Mar 31, 2025 (47 days ago)
AUM
$4,056,070,675
-6% change vs. 1 year ago
-15% change vs. 3 years ago
32% change vs. 5 years ago
304% change vs. 10 years ago
Employee Count
25
-7% change vs. 1 year ago
14% change vs. 3 years ago
9% change vs. 5 years ago
32% change vs. 10 years ago
Main Office
DAYTON, OH
7777 WASHINGTON VILLAGE DRIVE, DAYTON, OH, UNITED STATES, 45459
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.9 |
| Non-Discretionary | $0.1 |
| Total | $4.1 |
| Client | AUM |
|---|---|
| Retail | $2.6 |
| Pooled | $0.0 |
| Institutional | $1.4 |
| Total | $4.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 12,760 | $2.1 |
| Average Individual AUM | $165,710 | |
| HNW | 255 | $0.5 |
| Average HNW AUM | $2,091,224 | |
| Retail Total | 13,015 | $2.6 |
| Average Retail AUM | $203,436 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $2.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.1 |
| Retail SMA AUM | $2.6 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 96% | $3.9 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $4.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
25 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JACOB MCMILLEN | DAYTON | OH | S63|2018-04-14|S65|2018-06-12 | ||||||
| ERIK BLASE | DAYTON | OH | S65|2022-08-13 | ||||||
| EMILY DAMMAN | DAYTON | OH | S65|2022-09-02 | ||||||
| KERRY CAHILL | DAYTON | OH | S63|1999-09-28|S65|2009-12-11 | ||||||
| MICHAEL MOCK | DAYTON | OH | S65|2022-10-14 | ||||||
| BILL LOWE | DAYTON | OH | S63|1993-04-29|S65|2005-11-11 | CHARTERED FINANCIAL CONSULTANT | |||||
| KYLA WARD | DAYTON | OH | S66|2023-08-09 | ||||||
| ROBERT MAY | DAYTON | OH | S65|2022-12-21 | ||||||
| LEONARD DURSO | DAYTON | OH | S65|1999-11-18|S63|1995-04-13 | CHARTERED FINANCIAL CONSULTANT | |||||
| DIAVANTE BROWN | DAYTON | OH | S66|2021-03-05 | ||||||
| BRETT AGNEW | DAYTON | OH | S63|2001-11-27|S65|2022-09-26 | ||||||
| JOHN HENSELER | DAYTON | OH | S63|1997-04-25|S65|1997-04-25 | ||||||
| ANDREW RINN | DAYTON | OH | S63|2003-02-01|S66|2020-06-07 | CERTIFIED FINANCIAL PLANNER | |||||
| TYLER MAYS | DAYTON | OH | S65|2016-08-17 | ||||||
| ISAIAH STEGMAN | DAYTON | OH | S63|2013-05-30|S65|2022-11-21 | ||||||
| JESSE HOWIE | DAYTON | OH | S66|2010-06-25 | ||||||
| VINCENT GAGLIONE | DAYTON | OH | S65|2017-09-18 | ||||||
| THOMAS CORNER | DAYTON | OH | S63|1998-06-02|S66|2020-01-27 | ||||||
| ROBERT HUSTON | DAYTON | OH | S63|2011-12-28|S65|2017-12-21 | ||||||
| JAMES COOK | DAYTON | OH | S63|1996-02-22|S65|1996-02-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $4.1 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $4.3 | -$0.3 | -6% | 27 | -2 | -7% |
| 2023-04-04 | $4.9 | -$0.9 | -18% | 25 | 0 | 0% |
| 2022-04-01 | $4.7 | -$0.7 | -15% | 22 | 3 | 14% |
| 2021-04-05 | $3.3 | $0.7 | 21% | 21 | 4 | 19% |
| 2020-04-01 | $3.1 | $1.0 | 32% | 23 | 2 | 9% |
| 2019-04-01 | $2.8 | $1.3 | 47% | 28 | -3 | -11% |
| 2018-04-02 | $2.7 | $1.4 | 51% | 26 | -1 | -4% |
| 2017-04-01 | $2.0 | $2.0 | 101% | 26 | -1 | -4% |
| 2016-04-01 | $1.7 | $2.3 | 135% | 20 | 5 | 25% |
| 2015-04-01 | $1.0 | $3.1 | 304% | 19 | 6 | 32% |
| 2014-04-01 | $0.5 | $3.6 | 707% | 19 | 6 | 32% |
| 2013-04-01 | $0.3 | $3.8 | 1314% | 19 | 6 | 32% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH, AK-03/27/2017, AL-02/26/2009, AR-03/28/2017, AZ-02/26/2009, CA-03/02/2007, CO-02/26/2009, CT-02/26/2009, DC-03/24/2022, DE-12/10/2014, FL-06/13/2002, GA-03/02/2007, HI-12/10/2014, IA-03/02/2009, ID-12/18/2012, IL-03/12/2004, IN-03/16/2006, KS-12/10/2014, KY-03/16/2006, LA-02/26/2009, MA-03/02/2007, MD-02/26/2009, ME-12/27/2018, MI-01/13/2003, MN-03/19/2007, MO-12/10/2014, MS-12/10/2014, MT-03/27/2017, NC-03/02/2007, ND-03/24/2022, NE-02/26/2009, NH-12/18/2012, NJ-03/25/2009, NM-12/10/2014, NV-12/10/2014, NY-01/13/2003, OH-06/13/2002, OK-03/27/2017, OR-12/18/2012, PA-03/16/2006, RI-03/27/2017, SC-05/01/2013, SD-03/24/2022, TN-03/02/2010, TX-01/13/2003, UT-02/26/2009, VA-03/16/2006, VT-01/02/2019, WA-03/02/2010, WI-03/02/2010, WV-01/03/2019, WY-03/27/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV