Beacon Capital provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Beacon Capital reports 629 clients. They include 580 individual clients, 37 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 100.0% ($278M across 952 accounts) are managed with discretion. It advised 167 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 68% |
| High-net-worth individuals | 6% | 31% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 580 | $188M | 67.7% | $325K |
| High-net-worth individuals | 37 | $85.9M | 30.9% | $2.32M |
| Corporations and other businesses | 12 | $3.98M | 1.4% | $332K |
| Total | 629 | $278M | 100% | $442K |
- Clients
- 580
- Regulatory AUM
- $188M
- AUM share
- 67.7%
- Avg. per client
- $325K
- Clients
- 37
- Regulatory AUM
- $85.9M
- AUM share
- 30.9%
- Avg. per client
- $2.32M
- Clients
- 12
- Regulatory AUM
- $3.98M
- AUM share
- 1.4%
- Avg. per client
- $332K
Total
- Clients
- 629
- Regulatory AUM
- $278M
- AUM share
- 100%
- Avg. per client
- $442K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 167
- Private funds advised
- 0
Beacon Capital charges 1.15%–2.20% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Bret Niemuth owns 75% or more of Beacon Capital. The leadership team of Beacon Capital includes Chief Compliance Officer Bret Niemuth. It has 5 employees.
Leadership
- Bret NiemuthChief Compliance Officer/Managing Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Cole Miles Erickson
- James Howard Locke
- Bret Lee Niemuth
- John Alan Siegel
- Kylee Zane
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Beacon Capital, LLC
Bret Niemuth
Control person · since December 2016
Beacon Capital’s regulatory assets grew 2.4× from $115M (April 2021) to $278M (April 2026); clients rose from 528 to 629 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $278M | 629 | 5 | 1 |
| January 2025 | $176M | 639 | 5 | 1 |
| January 2024 | $158M | 628 | 5 | 1 |
| January 2023 | $132M | 593 | 4 | 1 |
| January 2022 | $154M | 572 | 4 | 1 |
| April 2021 | $115M | 528 | 4 | 1 |
Besides its headquarters, Beacon Capital has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 375 Collins Road Ne,, Suite 120, Cedar RapidsHQ
Contact and registration details
- Legal name
- Beacon Capital, LLC
- Headquarters
- 375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402
- Website
- beaconcapital.com
- Phone
- 319-389-4371
- SEC file
- 801-120315
- Structure
- Iowa LLC
- Fiscal year end
- December
Beacon Capital uses Charles Schwab ($278M) as custodian for its separately managed accounts. Beacon Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $278M100%
At year end, Beacon Capital’s separately managed accounts were mostly in funds (63%) and stocks (35%).
What the accounts hold
- Stocks35%
- Funds63%
- Cash2%
How many clients does Beacon Capital have?
Beacon Capital has 629 clients and manages $278 million for them, as of April 2026. They include 580 individual clients, 37 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Beacon Capital offer?
Beacon Capital provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beacon Capital charge?
Beacon Capital charges 1.15%–2.20% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Beacon Capital use?
Beacon Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Beacon Capital have?
Beacon Capital has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beacon Capital invest in?
At the end of its last fiscal year, Beacon Capital’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beacon Capital?
Beacon Capital’s direct owner is Bret Niemuth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Beacon Capital get paid?
Beacon Capital is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Beacon Capital registered with the SEC?
Yes, Beacon Capital has been registered with the SEC as an investment adviser since 12 February 2021. Its CRD number is 286316 and its SEC file number is 801-120315.
Source: Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record
How do I contact Beacon Capital?
Beacon Capital’s main office is at 375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402. Its phone number is 319-389-4371. Its website is beaconcapital.com.