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BEACON CAPITAL MANAGEMENT, INC.
CRD 120641File 801-61249
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 10456 | 10438 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.