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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2011
- Office Locations
- 1
Office Locations
About Beacon Capital Management, LLC
Beacon Capital Management is a Tennessee-based fiduciary wealth manager focused on retirees and pre-retirees in the Franklin/Nashville area. The team delivers comprehensive retirement planning and ongoing wealth management, including income planning, tax strategy, healthcare planning, and legacy/estate planning coordination. Portfolios commonly use ETFs and investment-grade fixed income, with Fidelity/NFS as custodian. Provides a free retirement savings calculator and financial plan checkup.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CAMERON WAYNE BENSON
Co-Owner
- CRD
- #5412206
- Ownership
- 25% but less than 50%
JONATHAN SHAWN MAXSON
Co-Owner
- CRD
- #5403589
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Andrew Michael Brenhaug
Financial Advisor
- CRD
- #7499730
DAVID LEE BUSELMEIER
Financial Advisor
- CRD
- #6435589
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,268,369,326 | $223,975 |
| Non-Discretionary | $1,133,709 | $29,069 |
| Total | $1,269,503,035 | $222,642 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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