Chicago, IL Office

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.