Beacon Capital Management is an investment advisor in Dayton with $4.74 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311720376
SEC advisor number
801-61249
FINRA CRD number
120641
AUM ?
$4.92 bn
(as of 13 Mar 24)
Accounts
16,372
(as of 13 Mar 24)
Employees
27
(14 investment advisory or research)
Address
Beacon Capital Management
7777 WASHINGTON VILLAGE DRIVE
SUITE 280
DAYTON
OH 45459
7777 WASHINGTON VILLAGE DRIVE
SUITE 280
DAYTON
OH 45459
Phone
866-439-9093
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Jan 22