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- 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
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
Insights
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Custodian
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Investment Themes
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Owner & Executives
BRETT LEE AGNEW
Associate General Counsel, General Counsel
- CRD
- #3211821
- Ownership
- Less than 5%
Emily MARLENE Damman
President
- CRD
- #7522661
- Ownership
- Less than 5%
Value oak
Fusion horizon
- CRD
- #12577
- Ownership
- 1.3%
Showing 2 of 7 owners & executives
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Daniel J Baccarini
Chief Distribution Officer
- CRD
- #2415262
GREGORY JOHN BONZAGNI
Financial Advisor, General Partner
- CRD
- #2790251
Oak zenith
Optima matrix
- CRD
- #51793
Showing 2 of 31 contacts
Unlock allAssets Under Management
| 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
| 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 |