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BEACON CAPITAL MANAGEMENT, INC.
CRD 120641File 801-61249
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.26B
Top 25% of cohort (national)
Discretionary AUM
$4.02B
Non-discretionary $235.3M
Clients
10,438
10,456 accounts
Employees
44
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 13, 2002
- Principal office
- 7777 WASHINGTON VILLAGE DRIVE, SUITE 280, DAYTON, OH, 45459
- Phone
- 937-439-9093
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.26B
- Discretionary AUM
- $4.02B
- Non-discretionary AUM
- $235.3M
- Discretionary accounts
- 10,187
- Non-discretionary accounts
- 269
- Total accounts
- 10,456
- AUM per client
- $408K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $27.2M |
| Investment companies | 3 | $150.4M |
| Charitable organizations | 6 | $1.2M |
| High net worth individuals | 162 | $352.8M |
| Pension and profit sharing plans | 162 | $47.2M |
| Individuals (other than high net worth individuals) | 10,057 | $1.64B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 10,456 | 10,438 | decreased by18 |
| Apr 1, 2026 | Employees | 22 | 44 | increased by22 |
| Apr 1, 2026 | Clients | 13,893 | 10,456 | decreased by3,437 |
| Apr 1, 2026 | AUM | $4,669,480,758 | $4,258,083,129 | decreased by$411,397,629 |
| Apr 1, 2026 | Accounts | 13,893 | 10,456 | decreased by3,437 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 25 | 22 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 13,262 | 13,893 | increased by631 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,056,070,675 | $4,669,480,758 | increased by$613,410,083 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 13,025 | 13,893 | increased by868 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 25 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15,094 | 13,262 | decreased by1,832 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,744,090,206 | $4,056,070,675 | decreased by$688,019,531 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15,094 | 13,025 | decreased by2,069 |
| Apr 1, 2022 | Employees | 20 | 22 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.