Beacon Capital Management, LLC

Overview

Beacon Capital Management, LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2015. It reports $1.3B in assets under management across 5,702 accounts, with 39 employees. It has 17 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

5,702

Average account

$223K

Employees

39

Advisory reps

17

Registered since

2015

Jurisdictions

20

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Jonathan Shawn Maxson Co-Owner, Senior Partner, Chief Executive Officer CRD 5403589
• Daniel P J Benson President CRD 5533157
• Cameron Wayne Benson Co-Owner, Senior Partner CRD 5412206

2 more executive officers, with direct contact details

Advisory reps 3 of 17

• Cameron Wayne Benson Insurance Agent · Investment Adviser Rep CRD 5412206
• Daniel P Benson Insurance Agent · Investment Adviser Rep CRD 5533157
• Andrew Michael Brenhaug Insurance Agent · Investment Adviser Rep CRD 7499730

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

751 Cool Springs Blvd Ste 106
Franklin, TN 37067

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: beaconcm.com

Every state, with registration dates

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