$61.2M Total AUM
$60.4M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-1999
- Office Locations
- 1
Office Locations
30 OLD Kings Highway South Suite 200 Darien CT
About Beacon Capital, LLC
Beacon Capital, LLC is a Darien, CT registered investment adviser providing individualized portfolio management and retirement planning. The firm builds and monitors client portfolios based on objectives, time horizon, liquidity needs and risk tolerance, with regular strategy reviews and coordination with clients’ tax, estate and other advisors when appropriate. Portfolios commonly use ETFs and fixed income; custody includes Charles Schwab.
Team overview
64 AVG AGE
$61.2M AVG AUM / ADVISOR
$680.0K AVG AUM / CLIENT
24 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Fusion beacon Wave ember Prime
Custodian
Foundation vertex
Investment Themes
Frontier unison Signal
Investment Vehicles
Legacy pioneer
Services
Meridian pathway Fusion wave Wave oak Capital Oak matrix Beacon
Owner & Executives
TAMARA A CRONIN
Vice President
- CRD
- #1396184
- Ownership
- 75% or more
(448) 478-5538
wave.legacy@primecapital.com
in linkedin.com/in/vertex-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,368,877 | -- |
| Non-Discretionary | $831,346 | -- |
| Total | $61,200,223 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,200,223
Equity - Exchange:
18.1% Public Funds:
20.7% U.S. Government/Agency:
13.5% Municipal Bonds:
13.6% Cash:
27.2% Corporate - Investment Grade:
6.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,206,633,068 | 18.1% |
| Public Funds | $1,379,961,575 | 20.7% |
| U.S. Government/Agency | $899,974,940 | 13.5% |
| Municipal Bonds | $906,641,421 | 13.6% |
| Cash | $1,813,282,842 | 27.2% |
| Corporate - Investment Grade | $459,987,192 | 6.9% |
| Total | $6,666,481,038 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE SIGNAL | CATALYST BRIDGE | KAB6FZJP7 | LQQ | 11.23% | $31,840,747 |
| ALPHA OAK | ALPHA FOCUS | MQ7YN6SNX | SPO | 8.62% | $43,845,347 |
| PEAK SUMMIT ELEMENT | GLACIER ZENITH | 0DUQFEY7C | ADXLP | 4.29% | $105,056,088 |
| BRIDGE CAPITAL OAK | PRIME INSIGHT | X5JCQ00EA | WPVME | 5.44% | $81,784,594 |
| RADIAL PEAK VECTOR | EMBER OAK | XTKRM4XN5 | ABBET | 4.82% | $18,466,497 |
| RIDGE OPTIMA FOUNDATION | PIONEER RADIAL | PET5OY2C7 | IIJN | 7.25% | $104,678,773 |
| ELEMENT LEGACY | HARBOR VERTEX | 3W0JQQUK4 | UKZH | 6.12% | $83,170,710 |
| CREST FRONTIER TIMBER | FUSION HORIZON | FF7RDO8ND | ZJD | 9.12% | $69,301,468 |