Beacon Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,368,877
Clients
88
Advisors
1
of 1 employees
About
Beacon Capital provides individualized portfolio management to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, trusts, estates, retirement and education plans, and not‑for‑profit/charitable organizations. The firm also accepts probate‑court assignments such as estates, conservatorships, and guardianships and coordinates investment work with clients’ other advisors.
The firm follows a long‑term, risk‑conscious asset‑allocation approach, combining equities, fixed income, and cash equivalents and tailoring allocations to time horizon, withdrawal needs, and risk tolerance. Most relationships are managed on a discretionary basis and the firm commonly charges fees as a percentage of assets under management; a specialty covered‑call objective exists under separate contract but is not currently deployed.
Noteworthy for its size, the firm operates with a single principal and no other representatives, and its client mix unusually includes charitable accounts and a material portion of non‑HNW individual relationships for a firm of this type. Beacon Capital does not act as a private fund adviser, regularly handles court‑appointed fiduciary matters, and follows a proxy policy that often favors selling positions over routine proxy voting.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
Hourly fees negotiated on rare occasions when normal fee calculation is inequitable; generally payable quarterly in arrears
Fee-only: Fee based on assets under management with tiered percentage rates; no commissions or other compensation received
Main office
30 Old Kings Highway South, Suite 200
Darien CT 06820
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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