BEACON CAPITAL MANAGEMENT, LLC

CRD 156228File 801-106678

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.27B

Above cohort median (national)

Discretionary AUM

$1.27B

Non-discretionary $1.1M

Clients

2,098

5,702 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 23, 2015
Principal office: 751 COOL SPRINGS BLVD, SUITE 106, FRANKLIN, TN, 37067
Phone: 615-224-9794
Website: HTTP://WWW.BEACONCM.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.27B
Discretionary AUM: $1.27B
Non-discretionary AUM: $1.1M
Discretionary accounts: 5,663
Non-discretionary accounts: 39
Total accounts: 5,702
AUM per client: $605K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.4M
Charitable organizations	2	$200K
High net worth individuals	316	$637.2M
Pension and profit sharing plans	27	$12.8M
Individuals (other than high net worth individuals)	1,748	$616.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	35	39	increased by4
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	3,040	2,098	decreased by942
Apr 1, 2026	AUM	$1,070,557,366	$1,269,503,035	increased by$198,945,669
Apr 1, 2026	Accounts	5,398	5,702	increased by304
May 1, 2025 vs Oct 1, 2022	Employees	30	35	increased by5
May 1, 2025 vs Oct 1, 2022	Clients	2,499	3,040	increased by541
May 1, 2025 vs Oct 1, 2022	AUM	$711,978,480	$1,070,557,366	increased by$358,578,886
May 1, 2025 vs Oct 1, 2022	Accounts	4,674	5,398	increased by724
Apr 1, 2022	Employees	27	30	increased by3
Apr 1, 2022	Custody	No	Yes
Apr 1, 2022	Clients	1,552	2,499	increased by947
Apr 1, 2022	AUM	$601,032,984	$711,978,480	increased by$110,945,496
Apr 1, 2022	Accounts	5,201	4,674	decreased by527
Apr 1, 2021	Registration	—	APPROVED

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.