A complete list of active advisors currently associated with Beacon Capital Management, Inc.
Warmer can help you find a great advisor at Beacon Capital Management, Inc. or one who fits your needs even better.
Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors introduced through third‑party financial intermediaries, serving individuals, high‑net‑worth clients, retirement plans, trusts, and registered investment companies. The firm principally acts as a third‑party model manager, delivering model portfolios for UMAs and SMAs, offering discretionary direct account management, custom portfolio solutions, and acting as adviser to the Beacon Funds. Beacon implements tactical, data‑driven strategies described in its brochure as the Signal, Precision, Outlook, and Unified approaches, which rely mainly on ETFs and mutual funds and use rules‑based or proprietary market and economic indicators to adjust exposures. Most accounts are managed via platform model delivery with discretionary trading authority, and the brochure does not describe ongoing financial planning as a standard service offering. Several features disclosed in the ADV set Beacon apart from many peers: it manages a large client base (10,219 clients across 28 advisors, roughly 365 clients per advisor), it serves as adviser and sub‑adviser to registered investment companies and certain ETFs (including allocations to Astoria‑sponsored products), and it retained legacy Astor client accounts and fee arrangements following its August 2025 acquisition of Astor. The brochure also notes the use of various marketing materials (periodicals/newsletters) and references to hypothetical or predecessor performance and testimonials in its promotional activities, which prospective clients may wish to review.
To learn more about the advisors currently working at Beacon Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Beacon Capital Management, Inc.'s office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)