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BEACON CAPITAL, LLC
CRD 286316File 801-120315
APPROVED
Retail clients
Disclosure events
Filing as of Apr 22, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.