asset manager
Beacon Capital Management
FRANKLIN, TN
CRD: 156228
In PWD coverage since August 28, 2026 · 2 stories
$1.3BRegulatory AUMSEC Form ADV · Sep 11
39EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 28 – Sep 11
Deal recordFull tracker →
Aug 26, 26Fund launchNorthern Trust · Harbor · YieldMax · Mast · MicroSectors · Hotchkis & Wiley · Hedgeye · Optimal · VanEck — coverage
PWD coverage
practice
RIA buyers have more capital than ever; holding period now wins deals
Eight ways to fund an RIA acquisition, and the one term that decides whether the seller's team survives it: the buyer's return model.