$278.3M Total AUM
$278.3M Disc. AUM
-- 3Y CAGR
5 Employees
796 ADV. Clients
9 yrs Firm Age
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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
375 Collins Road NE, Suite 120 Cedar Rapids IA
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.
Team overview
35 AVG AGE
$55.7M AVG AUM / ADVISOR
$349.6K AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Element Pathway Pathway momentum Eagle vertex
Client Personas
Optima
Custodian
Frontier Crest quantum Beacon Radial Quantum Element eagle North legacy Foundation crest Bridge Zenith Timber Signal vital Vector
Investment Themes
Radial quantum Wave Element Meridian delta
Investment Vehicles
Vertex frontier
Platform
Legacy
Services
Optima radial Horizon unison Pioneer oak Focus
Owner & Executives
B
BRET LEE NIEMUTH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2356735
- Ownership
- 75% or more
(251) 394-8715
pioneer.momentum@horizoncapital.com
in linkedin.com/in/element-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
C
Cole Miles Erickson
--
- CRD
- #7296535
(270) 407-2689
beacon.radial@glaciercapital.com
in linkedin.com/in/value-vertex
JAMES HOWARD LOCKE
Investment Advisor Representative
- CRD
- #6072866
(398) 808-5629
eagle.vector@wavecapital.com
in linkedin.com/in/timber-capital
P
Pioneer vector
Vertex timber
- CRD
- #63278
(382) 925-4183
value.unison@insightcapital.com
in linkedin.com/in/matrix-focus
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $278,297,015
Public Funds:
22.9% Equity - Exchange:
48.0% Cash:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $343,851,987 | 22.9% |
| Equity - Exchange | $720,737,788 | 48.0% |
| Cash | $436,947,284 | 29.1% |
| Total | $1,501,537,059 | 100.0% |