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- Custodian
- Charles Schwab & Company · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-2017
- Office Locations
- 1
Office Locations
About Beacon Capital, LLC
Beacon Capital is a commercial real estate owner/operator focused on creating office and mixed-use properties designed to support corporate teams. The firm promotes a portfolio of “Beacon buildings” and flagship suites, showcasing tenant workspaces and build-outs (including WM) across its properties.
Reported data analysis
What the numbers show
Between January 10, 2025 and April 22, 2026, reported AUM increased 57.9%, from $176.2M to $278.3M.
Across 5 reported observations, AUM increased 80.4% between January 11, 2022 and April 22, 2026, from $154.2M to $278.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 796 clients, or 159.2 clients per representative. That equates to $349.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Beacon Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRET LEE NIEMUTH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2356735
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cole Miles Erickson
--
- CRD
- #7296535
JAMES HOWARD LOCKE
Investment Advisor Representative
- CRD
- #6072866
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,297,015 | $292,329 |
| Non-Discretionary | $0 | -- |
| Total | $278,297,015 | $292,329 |
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Separately Managed Accounts
SMA allocation detail is available
Beacon Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.