$4.3B Total AUM
$4.0B Disc. AUM
-3.2% 3Y CAGR
44 Employees
10,456 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit zenithRidge +more
- Established Date
- 01-01-2001
- Office Locations
- 16
Office Locations
14 West First Street, STE 302 Dayton OH
7777 Washington Village Drive Suite 280 Dayton OH
8300 Mills Civic Parkway West DES Moines IA
About Beacon Capital Management, Inc.
Beacon Capital Management provides data-driven, rules-based model portfolios built for downside defense and dynamic risk response, supporting advisors and financial institutions with disciplined portfolio shifts and re-entry signals. Flagship Beacon Signal and Beacon Precision have earned Morningstar’s highest rating for risk-adjusted returns. Available across major platforms/custodians (e.g., Schwab, Fidelity).
Team overview
47 AVG AGE
$851.6M AVG AUM / ADVISOR
$407.2K AVG AUM / CLIENT
4 yrs AVG TENURE
44 Employees
5 Advisory Reps
13 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Wave Harbor foundation Meridian Vector oak
Custodian
Quantum Meridian Prime pathway Horizon Crest Legacy radial
Fund Managers
Ember momentum
Investment Themes
Atlas Matrix vertex Alpha vector
Investment Vehicles
Frontier Eagle unison
Platform
Meridian pathway
Services
Matrix prime Element insight Meridian momentum Alpha quantum Vector
Technology
Element delta Crest quantum Unison Momentum delta
Owner & Executives
B
BRETT LEE AGNEW
Associate General Counsel, General Counsel
- CRD
- #3211821
- Ownership
- Less than 5%
(649) 212-7647
vector.summit@signalcapital.com
in linkedin.com/in/focus-matrix
Emily MARLENE Damman
President
- CRD
- #7522661
- Ownership
- Less than 5%
(583) 309-1422
harbor.foundation@primecapital.com
in linkedin.com/in/delta-glacier
V
Value oak
Fusion horizon
- CRD
- #12577
- Ownership
- 1.3%
(284) 393-4075
bridge.capital@optimacapital.com
in linkedin.com/in/fusion-frontier
Showing 2 of 7 owners & executives
Unlock allContacts
D
Daniel J Baccarini
--
- CRD
- #2415262
(795) 481-7662
glacier.oak@timbercapital.com
in linkedin.com/in/oak-beacon
GREGORY JOHN BONZAGNI
Financial Advisor, General Partner
- CRD
- #2790251
(771) 376-7261
wave.pathway@meridiancapital.com
in linkedin.com/in/insight-ridge
O
Oak zenith
Optima matrix
- CRD
- #51793
(703) 770-8856
pioneer.fusion@pathwaycapital.com
in linkedin.com/in/ember-radial
Showing 2 of 31 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,022,793,836 | $394,895 |
| Non-Discretionary | $235,289,293 | $874,681 |
| Total | $4,258,083,129 | $407,238 |
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Separately Managed Accounts
Total SMA Asset: $4,107,658,429
Public Funds:
58.0% Cash:
11.8% Other:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,672,243,692 | 58.0% |
| Cash | $543,663,372 | 11.8% |
| Other | $1,391,409,647 | 30.2% |
| Total | $4,607,316,711 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA VALUE EMBER | HARBOR HORIZON | BHXPTFIYK | JSMUK | 7.01% | $84,665,559 |
| VERTEX HARBOR | DELTA DELTA | W4O21SVDV | QYTX | 4.28% | $110,101,005 |
| OAK SIGNAL PRIME | FOCUS MERIDIAN | ZAFCYZJKP | NKAXR | 8.66% | $36,501,616 |
| TIMBER QUANTUM HORIZON | GLACIER FOUNDATION | 14B9RJRQ6 | LXXAA | 0.65% | $60,450,781 |
| MATRIX ZENITH PRIME | VERTEX ALPHA | 6YQA548P8 | VXK | 3.21% | $118,710,337 |
| FRONTIER PIONEER | EAGLE SUMMIT | HPE27H4BZ | ADJH | 2.25% | $91,365,954 |
| BEACON QUANTUM LEGACY | MERIDIAN DELTA | VP83AJZF8 | SQH | 12.21% | $83,036,622 |
| WAVE FOCUS | WAVE UNISON | MY7JIP3D5 | FSQGB | 3.20% | $29,779,286 |