Beacon Capital Management
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
7777 Washington Village Dr Ste 280, Dayt...Phone Number
(866) 439-9093Website
www.beaconinvesting.comRevenue
$33 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Beacon Capital Management
Beacon Capital Management is a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Beacon Capital Management was founded in July 2000 with the goal of providing long-term investors innovative portfolio management solutions that work to capture gains while seeking to limit losses from market volatility. In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational and account management support. Estimated as of August 31, 2021, Beacon's assets under management have grown to more than $4.2 billion.Explore more
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Beacon Capital Management Tech Stack
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Beacon Capital Management has been named to the 2019 Entrepreneur 360 list, which recognizes successful entrepreneurial companies based on revenue & customers, management efficiency, innovation, business valuation, and financial evaluation.
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Beacon Capital Management has been ranked #4124 on the 2019 Inc. 5000 list, which recognizes the fastest-growing privately-held companies in the United States.
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Beacon Capital Management News & Media
Beacon Capital Management Named to the CNBC FA 100 List for the Second Year in a Row
DAYTON, Ohio, Oct. 7, 2021 /PRNewswire/ -- Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the third annual CNBC FA 100 list. The RIA is ranked...Sammons Financial Group Acquires Beacon Capital Management
Sammons Financial Group announced it has closed on its acquisition of Beacon Capital Management – a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP). Announced in January, Sammons Financial Group acquired Beacon to expand into the growing advisor marketplace. Beacon is based in Dayton, Ohio.Sammons Financial Group to Acquire Beacon Capital Management
Transaction builds upon company’s strength and stability; Establishes an expanded advisor market business line for Sammons Financial GroupBeacon Capital Management Named to Financial Times' Inaugural List of The Americas' Fastest Growing Companies
Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the Financial Times' inaugural list of The Americas' Fastest Growing Companies. The ranking was developed to showcase the top 500 companies in North and South America that have achieved the highest compounded annual growth rate in revenues between 2015 and 2018. Beacon was selected among 8,000 potential can
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Beacon Capital Management is a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Beacon Capital Management was founded in July 2000 with the goal of providing... Read More
