Beacon Capital Management, Inc.
SEC RegisteredExperience the Science of Investing
About the firm
Beacon Capital Management is a next-generation registered investment advisory firm that provides investment advisors and institutions innovative portfolio solutions designed to meet the investment growth and asset protection needs of today's savvy investors. The firm designs and manages investment portfolios based on research from Nobel-Prize winning scholars, mathematical formulas and mechanical execution strategies, with a driving goal of working to deliver consistent returns for the mid to long-term investor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Investment advisors (financial professionals) and institutions seeking data-driven, systematic portfolio management solutions.
Leadership
Office locations
Advisors at this firm
28 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0–$499,999.99 | 0.55% |
| $500,000–$999,999.99 | 0.35% |
| $1,000,000+ | 0.15% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beacon Capital Management, Inc. 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 the SEC or FINRA websites before making any decision.
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.
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