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BEACON CAPITAL MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#156228
SEC#801-106678
Assets Managed by Firm$859,198,792
No. of Clients5216
No. of Advisors31

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 ClientsAUM
Firm Total5216$859,198,792
Individuals (other than high net worth individuals)2444$642,661,082
High net worth individuals199$214,773,857
Charitable organizationsFewer than 5 clients$449,480
Corporations or other businessesFewer than 5 clients$1,314,373

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