BEACON CAPITAL MANAGEMENT, INC.
CRD #120641 SEC #801-61249 DAYTON, OH 937-439-9093
SEC Registered
Total AUM
$4.7B
Discretionary
$4.5B
Employees
22
Clients
--
Accounts
13,893
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.7B | $4.5B | $180.6M | 22 | 4,000 |
| Aug 2025 | $4.7B | $4.5B | $180.6M | 22 | 4,000 |
| May 2025 | $4.1B | $3.9B | $139.4M | 25 | 0 |
| Apr 2025 | $4.1B | $3.9B | $139.4M | 25 | 0 |
| Mar 2025 | $4.1B | $3.9B | $139.4M | 25 | 0 |
| Jul 2024 | $4.3B | $4.2B | $108.2M | 28 | 10 |
| Jun 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| May 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| May 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| Apr 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| Mar 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| Mar 2024 | $4.3B | $4.2B | $108.2M | 27 | 10 |
| Mar 2024 | $4.9B | $4.9B | $32.1M | 27 | 0 |
| Dec 2023 | $4.9B | $4.9B | $32.1M | 26 | 0 |
| May 2023 | $4.9B | $4.9B | $32.1M | 25 | 0 |
| Apr 2023 | $4.9B | $4.9B | $32.1M | 25 | 0 |
| Mar 2023 | $4.9B | $4.9B | $32.1M | 25 | 0 |
| Nov 2022 | $4.7B | $4.7B | $64.1M | 24 | 0 |
| Oct 2022 | $4.7B | $4.7B | $64.1M | 23 | 0 |
| Aug 2022 | $4.7B | $4.7B | $64.1M | 22 | 0 |
| Jul 2022 | $4.7B | $4.7B | $64.1M | 22 | 0 |
| Jun 2022 | $4.7B | $4.7B | $64.1M | 22 | 0 |
| Mar 2022 | $4.7B | $4.7B | $64.1M | 22 | 0 |
| Mar 2022 | $3.3B | $3.3B | $4.5M | 27 | 0 |
| Jul 2021 | $3.3B | $3.3B | $4.5M | 20 | 0 |
| May 2021 | $3.3B | $3.3B | $4.5M | 20 | 0 |
| Mar 2021 | $3.3B | $3.3B | $4.5M | 21 | 0 |
| Dec 2020 | $3.1B | $3.1B | $7.6M | 20 | 0 |
| Jun 2020 | $3.1B | $3.1B | $7.6M | 23 | 0 |
| Mar 2020 | $3.1B | $3.1B | $7.6M | 23 | 0 |
| Mar 2019 | $2.8B | $2.7B | $12.6M | 28 | 0 |
| Mar 2019 | $2.8B | $2.7B | $12.6M | 28 | 0 |
| Feb 2019 | $2.7B | $2.7B | $9.9M | 28 | 0 |
| Jan 2019 | $2.7B | $2.7B | $9.9M | 27 | 0 |
| Jan 2019 | $2.7B | $2.7B | $9.9M | 26 | 0 |
| Jan 2019 | $2.7B | $2.7B | $9.9M | 26 | 0 |
| Dec 2018 | $2.7B | $2.7B | $9.9M | 26 | 0 |
| Mar 2018 | $2.7B | $2.7B | $9.9M | 26 | 0 |
| Mar 2018 | $2.7B | $2.7B | $9.9M | 26 | 0 |
| Apr 2017 | $2B | $2B | $7.5M | 26 | 8,300 |
| Apr 2017 | $2B | $2B | $7.5M | 26 | 8,300 |
| Mar 2017 | $2B | $2B | $7.5M | 26 | 8,300 |
| Mar 2017 | $2B | $2B | $7.5M | 26 | 8,300 |
| Jan 2017 | $1.7B | $1.7B | $7.4M | 20 | 7,400 |
| Aug 2016 | $1.7B | $1.7B | $7.4M | 21 | 7,400 |
| Mar 2016 | $1.7B | $1.7B | $7.4M | 20 | 7,400 |
| Mar 2015 | $1B | $963.6M | $41.5M | 19 | 4,300 |
| Mar 2015 | $1B | $963.6M | $41.5M | 19 | 4,300 |
| Dec 2014 | $502.7M | $502.3M | $393.8K | 19 | 2,249 |
| Mar 2014 | $502.7M | $502.3M | $393.8K | 19 | 2,249 |
| Feb 2014 | $502.7M | $502.3M | $393.8K | 19 | 2,249 |
| Feb 2014 | $502.7M | $502.3M | $393.8K | 19 | 2,249 |
| Nov 2013 | $455.1M | $455.1M | $0 | 19 | 1,238 |
| May 2013 | $286.8M | $286.8M | $0 | 19 | 1,238 |
| Mar 2013 | $286.8M | $286.8M | $0 | 19 | 1,238 |
| Mar 2013 | $286.8M | $286.8M | $0 | 19 | 1,238 |
| Dec 2012 | $242.4M | $242.4M | $0 | 3 | 1,000 |
| Apr 2012 | $242.4M | $242.4M | $0 | 1 | 1,000 |
| Jan 2012 | $242.4M | $242.4M | $0 | 1 | 1,000 |
| Sep 2011 | $259.9M | $257.4M | $2.5M | 5 | -- |
| Mar 2011 | $259.9M | $257.4M | $2.5M | 5 | -- |
| Mar 2010 | $215.6M | $210.7M | $4.9M | 5 | -- |
| Feb 2009 | $179.9M | $177.4M | $2.5M | 5 | -- |
| Mar 2007 | $132.7M | $132.7M | $0 | 5 | -- |
| Mar 2006 | $155M | $115M | $40M | 5 | -- |
DateSep 2025
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$180.6M
Employees22
Clients4,000
DateAug 2025
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$180.6M
Employees22
Clients4,000
DateMay 2025
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$139.4M
Employees25
Clients0
DateApr 2025
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$139.4M
Employees25
Clients0
DateMar 2025
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$139.4M
Employees25
Clients0
DateJul 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees28
Clients10
DateJun 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateMay 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateMay 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateApr 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateMar 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateMar 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$108.2M
Employees27
Clients10
DateMar 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.1M
Employees27
Clients0
DateDec 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.1M
Employees26
Clients0
DateMay 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.1M
Employees25
Clients0
DateApr 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.1M
Employees25
Clients0
DateMar 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.1M
Employees25
Clients0
DateNov 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees24
Clients0
DateOct 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees23
Clients0
DateAug 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees22
Clients0
DateJul 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees22
Clients0
DateJun 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees22
Clients0
DateMar 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$64.1M
Employees22
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$4.5M
Employees27
Clients0
DateJul 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$4.5M
Employees20
Clients0
DateMay 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$4.5M
Employees20
Clients0
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$4.5M
Employees21
Clients0
DateDec 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$7.6M
Employees20
Clients0
DateJun 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$7.6M
Employees23
Clients0
DateMar 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$7.6M
Employees23
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$12.6M
Employees28
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$12.6M
Employees28
Clients0
DateFeb 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees28
Clients0
DateJan 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees27
Clients0
DateJan 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees26
Clients0
DateJan 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees26
Clients0
DateDec 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees26
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees26
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$9.9M
Employees26
Clients0
DateApr 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$7.5M
Employees26
Clients8,300
DateApr 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$7.5M
Employees26
Clients8,300
DateMar 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$7.5M
Employees26
Clients8,300
DateMar 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$7.5M
Employees26
Clients8,300
DateJan 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.4M
Employees20
Clients7,400
DateAug 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.4M
Employees21
Clients7,400
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.4M
Employees20
Clients7,400
DateMar 2015
Total AUM$1B
Discretionary$963.6M
Non-Disc.$41.5M
Employees19
Clients4,300
DateMar 2015
Total AUM$1B
Discretionary$963.6M
Non-Disc.$41.5M
Employees19
Clients4,300
DateDec 2014
Total AUM$502.7M
Discretionary$502.3M
Non-Disc.$393.8K
Employees19
Clients2,249
DateMar 2014
Total AUM$502.7M
Discretionary$502.3M
Non-Disc.$393.8K
Employees19
Clients2,249
DateFeb 2014
Total AUM$502.7M
Discretionary$502.3M
Non-Disc.$393.8K
Employees19
Clients2,249
DateFeb 2014
Total AUM$502.7M
Discretionary$502.3M
Non-Disc.$393.8K
Employees19
Clients2,249
DateNov 2013
Total AUM$455.1M
Discretionary$455.1M
Non-Disc.$0
Employees19
Clients1,238
DateMay 2013
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees19
Clients1,238
DateMar 2013
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees19
Clients1,238
DateMar 2013
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees19
Clients1,238
DateDec 2012
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees3
Clients1,000
DateApr 2012
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees1
Clients1,000
DateJan 2012
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees1
Clients1,000
DateSep 2011
Total AUM$259.9M
Discretionary$257.4M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2011
Total AUM$259.9M
Discretionary$257.4M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2010
Total AUM$215.6M
Discretionary$210.7M
Non-Disc.$4.9M
Employees5
Clients--
DateFeb 2009
Total AUM$179.9M
Discretionary$177.4M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2007
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$155M
Discretionary$115M
Non-Disc.$40M
Employees5
Clients--