BEACON CAPITAL MANAGEMENT, LLC

751 Cool Springs Blvd
Suite 106
Franklin, Tennessee 37067
Tel: 615-224-9794

About BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BEACON CAPITAL MANAGEMENT, LLC. The firm was established in 09/23/2015. They have over 4 offices throughout the country.

BEACON CAPITAL MANAGEMENT, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $859,198,792 assets under management, offering retirement planning & investment advisory services to 5216 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156228
SEC#	801-106678
Assets Managed by Firm	$859,198,792
No. of Clients	5216
No. of Advisors	31

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5216	$859,198,792
Individuals (other than high net worth individuals)	2444	$642,661,082
High net worth individuals	199	$214,773,857
Charitable organizations	Fewer than 5 clients	$449,480
Corporations or other businesses	Fewer than 5 clients	$1,314,373

More Retirement Planning firms in Franklin, Tennessee:

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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