Beacon Capital Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

120641

SEC number

801-61249

Firm type

RIA

Assets under management

$4.3B as of Mar 31, 2026

Website

www.beaconinvesting.com ↗

Phone

937-439-9093

Address

7777 Washington Village Drive, Dayton, OH, 45459

Advisors at this firm

28 in our index · page 1 of 1

• Brett Lee AgnewCRD 3211821 · Dayton, OH
  IA RegisteredBroker
• Gregory John BonzagniCRD 2790251 · Dayton, OH
  IA RegisteredBroker
• Daniel J BaccariniCRD 2415262 · Gulf Breeze, FL
  IA RegisteredBroker
• Diavante Jamario BrownCRD 7281016 · Montgomery Village, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Kerry CahillCRD 2833902 · Bryn Mawr, PA
  IA RegisteredBroker
• James Christopher CookCRD 2685452 · Dayton, OH
  IA Registered
• Thomas Edward CornerCRD 3041213 · Broomall, PA
  IA RegisteredBroker
• Emily Marlene DammanCRD 7522661 · Dayton, OH
  IA Registered
• Leonard DursoCRD 2300514 · Wesley Chapel, FL
  IA RegisteredBroker
• Micah FretzCRD 6286225 · Philadelphia, PA
  IA RegisteredBroker
• Vincent Anthony GaglioneCRD 6742835 · Dayton, OH
  IA Registered
• John HenselerCRD 2870926 · Dayton, OH
  IA RegisteredBroker
• Jesse HowieCRD 5487516 · Dayton, OH
  IA RegisteredBroker
• Nicholas JohnsonCRD 5462909 · Dunbarton, NH
  IA RegisteredBroker
• Christopher Joseph KobesCRD 5825462 · West Des Moines, IA
  IA RegisteredBroker
• William Leo LoweCRD 2328135 · Dayton, OH
  IA RegisteredBroker
• Robert David MayCRD 7663824 · Dayton, OH
  IA Registered
• Jacob Patrick McmillenCRD 6406722 · Lewis Center, OH
  IA RegisteredBroker
• Tyler Jeremy MaysCRD 6693891 · Dayton, OH
  IA Registered
• Michael Lee MockCRD 7637766 · West Des Moines, IA
  IA Registered
• Andrew Joseph RinnCRD 4595087 · West Des Moines, IA
  IA RegisteredBroker
• Adam RoepschCRD 7835689 · West Des Moines, IA
  IA Registered
• Joshua SmithCRD 5193278 · Dayton, OH
  IA RegisteredBroker
• Isaiah StegmanCRD 6022562 · West Des Moines, IA
  IA RegisteredBroker
• Joseph TarpeyCRD 6397895 · Waukee, IA
  IA RegisteredBroker
• Brian Allan ThomsonCRD 2777927 · Logan, UT
  IA RegisteredBroker
• Kyla WardCRD 7125196 · Richmond, VA
  IA RegisteredBroker
• James Anthony WarfieldCRD 1924965 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.