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BEACON CAPITAL MANAGEMENT, LLC
CRD 156228File 801-106678
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.27B
Non-discretionary $1.1M
Clients
2,098
5,702 accounts
Employees
39
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.