AdFi
KC

Kerry Cahill

Investment Adviser Representative at Beacon Capital Management, Inc.

Bryn Mawr, PACRD #2833902Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kerry Cahill is an investment adviser representative with Beacon Capital Management, Inc. in Bryn Mawr, PA, where they have been registered since 2022. They have worked in the securities industry since 1999 and have been registered with 3 firms, including SPC and Directed Services LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Iowa.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa
Broker:
1 state or territory

Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/11/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 9/28/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/6/1998
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/12/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Beacon Capital Management, Inc.Current
2/10/2022 – Bryn Mawr, PA
Sammons Financial Network, LLCCurrent
2/3/2012 – Bryn Mawr, PA
SPC
12/3/2012 – 11/3/2021West Des Moines, IA
Directed Services LLC
12/14/2009 – 12/31/2010West Chester, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Midland National LIFE Insurance Company
    Nov 2011 – no end date reportedWest Des Moines, IA
  2. SPC
    Dec 2012 – Nov 2021Ann Arbor, MI
  3. Beacon Capital Management, Inc.
    Jan 2022 – no end date reportedDayton, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Beacon Capital Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • $0–$499,999.990.55%
  • $500,000–$999,999.990.35%
  • $1,000,000+0.15%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Beacon offers disciplined, rules-based investment strategies including Beacon Precision™, Beacon Signal™, Beacon Outlook™, and Beacon Unified™, which provide downside defense, dynamic risk response, and diversified portfolio management. Strategies are accessible through multiple platforms and custodians, and are designed to help advisors and institutions navigate market volatility while managing downside risk.

Investment Management
Firm areas of expertise
Portfolio ManagementRisk ManagementSystematic InvestingDownside ProtectionRules-based StrategiesRegistered Investment AdvisoryModel PortfoliosAsset ManagementData-driven InvestingMorningstar-rated Strategies

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
28
Offices listed on AdvisorFinder:
1
Main office:
Dayton, OH
SEC file number:
801-61249

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Beacon Capital Management, Inc.

Showing 12 of 28 in the directory

View Beacon Capital Management, Inc. firm profile

Similar advisors in Bryn Mawr, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kerry Cahill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched