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BEACON CAPITAL, LLC
CRD 286316File 801-120315
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$278.3M
Below cohort median (national)
Discretionary AUM
$278.3M
Clients
629
952 accounts
Employees
5
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 12, 2021
- Principal office
- 375 COLLINS ROAD NE,, SUITE 120, CEDAR RAPIDS, IA, 52402
- Phone
- 319-389-4371
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $278.3M
- Discretionary AUM
- $278.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 952
- Non-discretionary accounts
- 0
- Total accounts
- 952
- AUM per client
- $442K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $4.0M |
| High net worth individuals | 37 | $85.9M |
| Individuals (other than high net worth individuals) | 580 | $188.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- 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- Q11
- Q11A1
- Q11A2
- Q11B1
- Q11B2
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 648 | 629 | decreased by19 |
| May 1, 2026 | AUM | $239,076,862 | $278,297,015 | increased by$39,220,153 |
| May 1, 2026 | Accounts | 951 | 952 | increased by1 |
| Feb 1, 2026 | Clients | 639 | 648 | increased by9 |
| Feb 1, 2026 | AUM | $176,237,651 | $239,076,862 | increased by$62,839,211 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 572 | 639 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $154,233,970 | $176,237,651 | increased by$22,003,681 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 830 | 951 | increased by121 |
| Feb 1, 2022 | Clients | 528 | 572 | increased by44 |
| Feb 1, 2022 | AUM | $115,016,835 | $154,233,970 | increased by$39,217,135 |
| Feb 1, 2022 | Accounts | 849 | 830 | decreased by19 |
| 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.