firm profile
Beacon Capital Management, Inc.
Overview
Beacon Capital Management, Inc. is an SEC registered investment adviser based in Dayton, OH, registered since 2002. It reports $4.3B in assets under management across 10,456 accounts, with 44 employees. It has 26 investment adviser representatives.
- Reported AUM
- $4.3B
- Discretionary
- 94%
- Accounts
- 10,456
- Average account
- $407K
- Employees
- 44
- Advisory reps
- 26
- Registered since
- 2002
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Emily Marlene Damman President CRD 7522661
- Michael Lee Mock President CRD 7637766
- Daniel Johnsten Snyder Chief Compliance Officer CRD 7568092
4 more executive officers, with direct contact details
Advisory reps 3 of 26
- Brett Lee Agnew Registered Rep · Investment Adviser Rep CRD 3211821
- Richard Allen Investment Adviser Rep CRD 1546437
- Daniel J Baccarini Registered Rep · Investment Adviser Rep CRD 2415262
23 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 7777 Washington Village Dr Ste 280
Dayton, OH 45459 - County
- Montgomery
- Metro area
- Dayton-Kettering, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: beaconinvesting.com
Every state, with registration dates
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- Anderson Financial Strategies, LLCDayton, OH$402M AUM
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