Beacon Capital Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 3,000 clients last fiscal year.
Beacon Capital Management reports 2,098 clients. They include 1,748 individual clients, 316 high-net-worth individuals, and 27 pension and profit-sharing plans. Of its assets, 99.9% ($1.27B across 5,663 accounts) are managed with discretion; $1.13M across 39 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.27B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 49% |
| High-net-worth individuals | 15% | 50% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,748 | $617M | 48.6% | $353K |
| High-net-worth individuals | 316 | $637M | 50.2% | $2.02M |
| Pension and profit-sharing plans | 27 | $12.8M | 1.0% | $474K |
| Charitable organizations | 2 | $200K | 0.0% | $99.8K |
| Corporations and other businesses | 5 | $2.4M | 0.2% | $479K |
| Total | 2,098 | $1.27B | 100% | $605K |
- Clients
- 1,748
- Regulatory AUM
- $617M
- AUM share
- 48.6%
- Avg. per client
- $353K
- Clients
- 316
- Regulatory AUM
- $637M
- AUM share
- 50.2%
- Avg. per client
- $2.02M
- Clients
- 27
- Regulatory AUM
- $12.8M
- AUM share
- 1.0%
- Avg. per client
- $474K
- Clients
- 2
- Regulatory AUM
- $200K
- AUM share
- 0.0%
- Avg. per client
- $99.8K
- Clients
- 5
- Regulatory AUM
- $2.4M
- AUM share
- 0.2%
- Avg. per client
- $479K
Total
- Clients
- 2,098
- Regulatory AUM
- $1.27B
- AUM share
- 100%
- Avg. per client
- $605K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 3000
Beacon Capital Management charges up to 2.00% a year for its Portfolio management fee. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- Stand-alone planning is a fixed fee, typically $1,200 to $10,000, or $250 to $500 an hour, with a $1,200 minimum. Planning within portfolio management is included in the fee.
Jonathan Maxson owns 25% to 50% of Beacon Capital Management. Jonathan Maxson is CEO; the leadership team includes President Daniel Benson and Chief Compliance Officer Yancey Wade. It has 39 employees, 17 of them in advisory roles.
Staff
- 39 employees
- 17 in advisory functions
- 19 insurance agents
- Owns 25% to 50% of Beacon Capital Management, LLC
Jonathan Maxson
Control person · since January 2018
- Owns 25% to 50% of Beacon Capital Management, LLC
Cameron Benson
Control person · since January 2005
- Owns 5% to 10% of Beacon Capital Management, LLC
Daniel Benson
Control person · since June 2016
Beacon Capital Management’s regulatory assets grew 2.1× from $601M (June 2021) to $1.27B (March 2026); clients rose from 1,552 to 2,098 and employees from 27 to 39.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.27B | 2,098 | 39 | 4 |
| Mar 2025March 2025 | $1.07B | 3,040 | 35 | 4 |
| Apr 2024April 2024 | $859M | 2,643 | 31 | 4 |
| Mar 2023March 2023 | $673M | 2,825 | 30 | 4 |
| Mar 2022March 2022 | $712M | 2,499 | 30 | 4 |
| Jun 2021June 2021 | $601M | 1,552 | 27 | 1 |
Besides its headquarters, Beacon Capital Management has 3 offices, with 4 listed addresses in 1 state.
Tennessee · 4 listed addresses
- 751 Cool Springs BLVD, Suite 106, FranklinHQ
- 2615 Medical Center Parkway, Murfreesboro
- 131 Maple Row BLVD., Hendersonville
- 145 Bear Crossing, MT. Juliet
Contact and registration details
- Legal name
- Beacon Capital Management, LLC
- Headquarters
- 751 Cool Springs BLVD, Suite 106, Franklin, TN 37067
- Website
- beaconcm.com
- Phone
- 615-224-9794
- @beacon-capital-management
- SEC file
- 801-106678
- Structure
- Tennessee LLC
- Fiscal year end
- December
Beacon Capital Management’s named custodian for separately managed accounts is Fidelity ($1.22B). Beacon Capital Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.22B100%
At year end, Beacon Capital Management’s separately managed accounts were mostly in funds (77%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $683M across 175 positions; the largest are State Str SPDR S&P 500 ETF T (15.4%), Invesco Qqq TR (8.6%) and Vanguard Index Fds (7.0%).
What the accounts hold
- Stocks12%
- Funds77%
- Bonds5%
- Cash6%
How many clients does Beacon Capital Management have?
Beacon Capital Management has 2,098 clients and manages $1.27 billion for them, as of March 2026. They include 1,748 individual clients, 316 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Beacon Capital Management offer?
Beacon Capital Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beacon Capital Management charge?
Beacon Capital Management charges up to 2.00% a year for its Portfolio management fee. The fee is billed in arrears and is negotiable.
Which custodians does Beacon Capital Management use?
Beacon Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Beacon Capital Management have?
Beacon Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 39 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 19 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 Management invest in?
At the end of its last fiscal year, Beacon Capital Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 6% cash and equivalents and 5% investment grade corporate bonds.
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 Management?
Beacon Capital Management’s direct owners are Jonathan Maxson, Cameron Benson and Daniel Benson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Beacon Capital Management get paid?
Beacon Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Beacon Capital Management?
Beacon Capital Management’s main office is at 751 Cool Springs BLVD, Suite 106, Franklin, TN 37067. Its phone number is 615-224-9794. Its website is beaconcm.com.