Beacon Capital Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 2,098
- Avg AUM / client
- $605K
- Accounts
- 5,702
- Employees
- 39
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,748 | $617M | 48.6% |
| High net worth individuals | 316 | $637M | 50.2% |
| Pension and profit sharing plans | 27 | $12.8M | 1.01% |
| Charitable organizations | 2 | $200K | 0.02% |
| Corporations and other businesses | 5 | $2.4M | 0.19% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Wayne Benson | Co Owner & Sr Partner | Jan 2005 (22y) | 50% – 75% | |
| Jonathan Shawn Maxson | Co Owner & Sr Partner | Sep 2015 (11y) | 50% – 75% | |
| Daniel P J Benson | Executive Vice President | CFP | Jun 2016 (10y) | Less than 5% |
| Christy, Benjamin, T | Chief Operations Officer | Mar 2018 (8y) | Less than 5% | |
| Palmer, Jaimie, Michelle | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Tyron Blake Draper | Registered representative | CFP | Apr 2016 (10y) | |
| William S Rogers | Registered representative | Aug 2016 (10y) | ||
| David Lee Buselmeier | Registered representative | CFP | Oct 2016 (10y) | |
| John Christopher Keys | Registered representative | Nov 2016 (10y) | ||
| Justin Radford | Registered representative | Nov 2020 (6y) | ||
| Richard Thomas Ferguson | Registered representative | Oct 2021 (5y) | ||
| Brandon James Doering | Registered representative | Mar 2022 (4y) | ||
| Isaac Jackson Knittle | Registered representative | May 2023 (3y) | ||
| Connor Roggie | Registered representative | CFP | Aug 2023 (3y) | |
| Javier Marroquin Forcade | Registered representative | Feb 2024 (3y) | ||
| Andrew Michael Brenhaug | Registered representative | Jul 2024 (2y) | ||
| Frankie Victor Merritt | Registered representative | Jan 2025 (2y) | ||
| Austin Reiser | Registered representative | CFP | Jan 2025 (2y) | |
| Nicholas Craig Shoulta | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (96% of AUM) Mar 2026
- Charles Schwab & Co. $827M (96% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗