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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

BEACON CAPITAL MANAGEMENT, INC.

CRD 120641

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb33fc4-09f5-1e47-3f53-771fb5c7f319

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 13
On other graphs: 0
Observed: Jan 18, 2012 to Mar 31, 2026
63 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.47 fund_share=0.04 institutional_share=0.01 related_bd=true related_bank=false bd_reps=8.0
Regulatory AUM: $4.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.0B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 47%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 26
RAUM per advisor: $164Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 44
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 10,456
Individual clients: 10,057
High net worth clients: 162
Custody, client assets: $321M
SEC number: 801-61249
CIK: 1575301
CRD: 120641
Filings on the tape: 63
First filed: Jan 18, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, OH
Website: beaconinvesting.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 26

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES CHRISTOPHER COOK	n/a	DAYTON, OH	23	30	n/a	no
Tyler Jeremy Mays	n/a	DAYTON, OH	10	10	n/a	no
Vincent Anthony Gaglione	n/a	DAYTON, OH	9	11	n/a	no
JESSE HOWIE	n/a	DAYTON, OH	4	16	2	yes
WILLIAM LEO LOWE	Chartered Financial Consultant	DAYTON, OH	4	33	3	yes
JOSHUA SMITH	n/a	DAYTON, OH	4	28	2	yes
GREGORY JOHN BONZAGNI	n/a	DAYTON, OH	4	29	3	yes
JOHN HENSELER	n/a	DAYTON, OH	4	29	5	yes
KERRY CAHILL	n/a	BRYN MAWR, PA \| DAYTON, OH	4	26	2	yes
Emily MARLENE Damman	n/a	DAYTON, OH	4	10	n/a	no
Thomas Edward Corner	n/a	DAYTON, OH \| BROOMALL, PA	3	28	3	yes
BRETT LEE AGNEW	n/a	DAYTON, OH	3	24	n/a	yes
Michael Lee Mock	n/a	West Des Moines, IA \| DAYTON, OH	3	13	n/a	no
Brian Allan Thomson	n/a	DAYTON, OH \| Logan, UT	3	30	5	yes
Leonard Durso	Chartered Financial Consultant	Wesley Chapel, FL \| DAYTON, OH	3	26	1	yes
ROBERT DAVID MAY	n/a	DAYTON, OH	3	23	n/a	no
ANDREW JOSEPH RINN	Certified Financial Planner	West Des Moines, IA \| DAYTON, OH	3	23	2	yes
CHRISTOPHER JOSEPH KOBES	n/a	West Des Moines, IA \| DAYTON, OH	3	10	2	yes
Isaiah Stegman	n/a	West Des Moines, IA \| DAYTON, OH	3	13	1	yes
JACOB PATRICK MCMILLEN	n/a	Lewis Center, OH \| DAYTON, OH	3	12	1	yes
KYLA WARD	n/a	RICHMOND, VA \| DAYTON, OH	2	16	1	yes
Adam Roepsch	n/a	DAYTON, OH \| West Des Moines, IA	2	11	n/a	no
DiaVante Jamario Brown	n/a	DAYTON, OH \| FAIRFAX, VA	2	13	2	yes
Micah Fretz	n/a	DAYTON, OH \| Philadelphia, PA	0	12	1	yes
Daniel J Baccarini	n/a	Gulf Breeze, FL \| DAYTON, OH	0	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AGNEW, BRETT, LEE	GENERAL COUNSEL	Na	yes	03/2022	Mar 31, 2026	Mar 31, 2026
Damman, Emily, MARLENE	President	Na	yes	02/2024	Mar 31, 2026	Mar 31, 2026
DuBrueler, James, Marshall	CHIEF FINANCIAL OFFICER	Na	yes	03/2026	Mar 31, 2026	Mar 31, 2026
EDSEN, DANIEL, EDWARD	TREASURER OPERATIONS	Na	yes	04/2021	Mar 31, 2026	Mar 31, 2026
Mock, Michael, Lee	President	Na	yes	12/2025	Mar 31, 2026	Mar 31, 2026
SAMMONS FINANCIAL GROUP WEALTH	Managing	E	yes	07/2025	Mar 31, 2026	Mar 31, 2026
Snyder, Daniel, Johnsten	CHIEF COMPLIANCE OFFICER	Na	yes	04/2025	Mar 31, 2026	Mar 31, 2026
COOK, JAMES, CHRISTOPHER	CIO AND EXECUTIVE CHAIRMAN	Na	yes	02/2024	Jan 18, 2012	Jul 19, 2024
SAMMONS FINANCIAL GROUP	Owner	E	yes	04/2021	May 25, 2021	Jul 19, 2024
Nayima, Nicole, Nicolino	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	May 29, 2024	Jul 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$4.3B	$4.0B	44	5	1	n/a	n/a
2024	Apr 28, 2025	$4.1B	$3.9B	25	5	0	n/a	n/a
2023	Mar 21, 2024	$4.3B	$4.2B	27	14	0	n/a	n/a
2022	Mar 29, 2023	$4.9B	$4.9B	25	12	0	n/a	n/a
2021	Mar 24, 2022	$4.7B	$4.7B	22	9	0	n/a	n/a
2020	Mar 24, 2021	$3.3B	$3.3B	21	4	0	n/a	n/a
2019	Mar 26, 2020	$3.1B	$3.1B	23	7	0	n/a	n/a
2018	Mar 21, 2019	$2.8B	$2.7B	28	7	0	n/a	n/a
2017	Mar 21, 2018	$2.7B	$2.7B	26	4	0	n/a	n/a
2016	Mar 27, 2017	$2.0B	$2.0B	26	4	n/a	n/a	n/a
2015	Mar 8, 2016	$1.7B	$1.7B	20	4	n/a	n/a	n/a
2014	Mar 2, 2015	$1.0B	$964M	19	3	n/a	n/a	n/a
2013	Feb 13, 2014	$503M	$502M	19	3	n/a	n/a	n/a
2012	Mar 14, 2013	$287M	$287M	19	3	n/a	n/a	n/a
2011	Jan 18, 2012	$242M	$242M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	3	-2	11.5%	0	2	0	7	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.3B	$4.1B	5.0%	$4.9B	-4.7%	44	25	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Spc	4	Nov 3, 2021	Feb 10, 2022	WEST DES MOINES, IA	Team lift out	Ibd to RIA	0.7%
Spc	2	Nov 3, 2021	Feb 4, 2022	ANN ARBOR, MI	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (31)

← Richard AllenAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Daniel J BaccariniAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← Micah FretzAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← DiaVante Jamario BrownAdvisorregistration: current employment
Apr 11, 2024 to presentfactForm ADV
← Adam RoepschAdvisorregistration: current employment
Dec 7, 2023 to presentfactForm ADV
← KYLA WARDAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← JACOB PATRICK MCMILLENAdvisorregistration: current employment
Feb 22, 2023 to presentfactForm ADV
← Isaiah StegmanAdvisorregistration: current employment
Feb 9, 2023 to presentfactForm ADV
← CHRISTOPHER JOSEPH KOBESAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← ANDREW JOSEPH RINNAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV
← ROBERT DAVID MAYAdvisorregistration: current employment
Dec 22, 2022 to presentfactForm ADV
← Leonard DursoAdvisorregistration: current employment
Nov 22, 2022 to presentfactForm ADV
← Brian Allan ThomsonAdvisorregistration: current employment
Nov 10, 2022 to presentfactForm ADV
← Michael Lee MockAdvisorregistration: current employment
Oct 14, 2022 to presentfactForm ADV
← Thomas Edward CornerAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← BRETT LEE AGNEWAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← Emily MARLENE DammanAdvisorregistration: current employment
Sep 2, 2022 to presentfactForm ADV
← KERRY CAHILLAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← JOHN HENSELERAdvisorregistration: current employment
Feb 7, 2022 to presentfactForm ADV
← GREGORY JOHN BONZAGNIAdvisorregistration: current employment
Feb 4, 2022 to presentfactForm ADV
← WILLIAM LEO LOWEAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← JOSHUA SMITHAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← JESSE HOWIEAdvisorregistration: current employment
Feb 2, 2022 to presentfactForm ADV
← Vincent Anthony GaglioneAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← Tyler Jeremy MaysAdvisorregistration: current employment
Aug 17, 2016 to presentfactForm ADV
← JAMES CHRISTOPHER COOKAdvisorregistration: current employment
Jan 21, 2003 to presentfactForm ADV
← JOSEPH TARPEYAdvisorregistration: previous registration
Jun 27, 2024 to Sep 1, 2026factForm ADV
← Stephen Thomas BogosianAdvisorregistration: previous registration
Apr 24, 2025 to Mar 3, 2026factForm ADV
← Erik BlaseAdvisorregistration: previous registration
Jan 17, 2024 to Jul 24, 2025factForm ADV
← MARTIN ANTHONY JARASAdvisorregistration: previous registration
Jan 21, 2003 to Jan 5, 2017factForm ADV
and 1 more

Affiliated with (2)

← GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← COOK, JAMES, CHRISTOPHEROwnerCIO AND EXECUTIVE CHAIRMAN, ownership code NA, individual
Jan 18, 2012 to Jul 19, 2024factForm ADV
← AGNEW, BRETT, LEEOwnerGENERAL COUNSEL, ownership code NA, individual
May 25, 2021 to Jul 19, 2024factForm ADV
← EDSEN, DANIEL, EDWARDOwnerTREASURER, ownership code NA, individual
Mar 28, 2024 to Jul 19, 2024factForm ADV
← Damman, Emily, MARLENEOwnerPRESIDENT, ownership code NA, individual
Mar 24, 2022 to Jul 19, 2024factForm ADV
← SAMMONS FINANCIAL GROUPOwnerOWNER, ownership code E, domestic entity
May 25, 2021 to Jul 19, 2024factForm ADV

Owns (1)

← Nayima, Nicole, NicolinoOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 29, 2024 to Jul 19, 2024factForm ADV

Moved with (1)

← SPCRegistered adviser4 advisors, team lift out, same day
Nov 3, 2021 to Feb 10, 2022factForm ADV

Dated events

Occurred
Sep 1, 2026
Advisor changed firm
Joseph Tarpey left Beacon Capital Management, Inc. for Osaic Wealth, Inc. (registered 2026-09-01)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2026
Advisor changed firm
Stephen Thomas Bogosian left Beacon Capital Management, Inc. for Cwm, Llc (registered 2026-03-09)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2025
Succession filed (Item 4)
Beacon Capital Management, Inc. reported succeeding to the business of Astor Investment Management Llc (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jul 24, 2025
Advisor changed firm
Erik Blase left Beacon Capital Management, Inc. for Legacy Financial Group (registered 2026-06-16)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Eruch Esfandyar Dinshaw (Chief Executive Officer) no longer on Schedule A of Beacon Capital Management, Inc. (listed 2024-03-21, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Edward Daniel Edsen (Treasurer) appeared on Schedule A of Beacon Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 21, 2024
Control person left
Edward Matthew Debord (Chief Operations Officer) no longer on Schedule A of Beacon Capital Management, Inc. (listed 2024-03-13, absent 2024-03-21)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2022
Regulatory AUM changed
Beacon Capital Management, Inc. reported RAUM $4.7B, up 42% from $3.3B (2022-03-03 to 2022-03-24)
Form ADVobserved 6 days ago
$1.4B
Occurred
Mar 24, 2022
Control person joined
Eruch Esfandyar Dinshaw (Chief Executive Officer) appeared on Schedule A of Beacon Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 24, 2022
Control person joined
Matthew Debord (Chief Operations Officer) appeared on Schedule A of Beacon Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 24, 2022
Control person joined
Emily Damman (Counsel/Chief Compliance Officer) appeared on Schedule A of Beacon Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
May 25, 2021
Control person joined
Lee Brett Agnew (Chief Compliance Officer) appeared on Schedule A of Beacon Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 21, 2018
Regulatory AUM changed
Beacon Capital Management, Inc. reported RAUM $2.7B, up 33% from $2.0B (2017-04-07 to 2018-03-21)
Form ADVobserved 6 days ago
$662M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bb33fc4-09f5-1e47-3f53-771fb5c7f319
First observed: Jan 18, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEACON CAPITAL MANAGEMENT, INC.

CRD 120641

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb33fc4-09f5-1e47-3f53-771fb5c7f319

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES CHRISTOPHER COOK

n/a

DAYTON, OH

n/a

Tyler Jeremy Mays

n/a

DAYTON, OH

n/a

Vincent Anthony Gaglione

n/a

DAYTON, OH

n/a

JESSE HOWIE

n/a

DAYTON, OH

yes

WILLIAM LEO LOWE

Chartered Financial Consultant

DAYTON, OH

yes

JOSHUA SMITH

n/a

DAYTON, OH

yes

GREGORY JOHN BONZAGNI

n/a

DAYTON, OH

yes

JOHN HENSELER

n/a

DAYTON, OH

yes

KERRY CAHILL

n/a

BRYN MAWR, PA | DAYTON, OH

yes

Emily MARLENE Damman

n/a

DAYTON, OH

n/a

Thomas Edward Corner

n/a

DAYTON, OH | BROOMALL, PA

yes

BRETT LEE AGNEW

n/a

DAYTON, OH

n/a

yes

Michael Lee Mock

n/a

West Des Moines, IA | DAYTON, OH

n/a

Brian Allan Thomson

n/a

DAYTON, OH | Logan, UT

yes

Leonard Durso

Chartered Financial Consultant

Wesley Chapel, FL | DAYTON, OH

yes

ROBERT DAVID MAY

n/a

DAYTON, OH

n/a

ANDREW JOSEPH RINN

Certified Financial Planner

West Des Moines, IA | DAYTON, OH

yes

CHRISTOPHER JOSEPH KOBES

n/a

West Des Moines, IA | DAYTON, OH

yes

Isaiah Stegman

n/a

West Des Moines, IA | DAYTON, OH

yes

JACOB PATRICK MCMILLEN

n/a

Lewis Center, OH | DAYTON, OH

yes

KYLA WARD

n/a

RICHMOND, VA | DAYTON, OH

yes

Adam Roepsch

n/a

DAYTON, OH | West Des Moines, IA

n/a

DiaVante Jamario Brown

n/a

DAYTON, OH | FAIRFAX, VA

yes

Micah Fretz

n/a

DAYTON, OH | Philadelphia, PA

yes

Daniel J Baccarini

n/a

Gulf Breeze, FL | DAYTON, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGNEW, BRETT, LEE

GENERAL COUNSEL

yes

03/2022

Mar 31, 2026

Damman, Emily, MARLENE

President

yes

02/2024

Mar 31, 2026

DuBrueler, James, Marshall

CHIEF FINANCIAL OFFICER

yes

03/2026

Mar 31, 2026

EDSEN, DANIEL, EDWARD

TREASURER OPERATIONS

yes

04/2021

Mar 31, 2026

Mock, Michael, Lee

President

yes

12/2025

Mar 31, 2026

SAMMONS FINANCIAL GROUP WEALTH

Managing

yes

07/2025

Mar 31, 2026

Snyder, Daniel, Johnsten

CHIEF COMPLIANCE OFFICER

yes

04/2025

Mar 31, 2026

COOK, JAMES, CHRISTOPHER

CIO AND EXECUTIVE CHAIRMAN

yes

02/2024

Jan 18, 2012

Jul 19, 2024

SAMMONS FINANCIAL GROUP

Owner

yes

04/2021

May 25, 2021

Jul 19, 2024

Nayima, Nicole, Nicolino

CHIEF COMPLIANCE OFFICER

02/2024

May 29, 2024

Jul 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$4.3B

$4.0B

n/a

2024

Apr 28, 2025

$4.1B

$3.9B

n/a

2023

Mar 21, 2024

$4.3B

$4.2B

n/a

2022

Mar 29, 2023

$4.9B

n/a

2021

Mar 24, 2022

$4.7B

n/a

2020

Mar 24, 2021

$3.3B

n/a

2019

Mar 26, 2020

$3.1B

n/a

2018

Mar 21, 2019

$2.8B

$2.7B

n/a

2017

Mar 21, 2018

$2.7B

n/a

2016

Mar 27, 2017

$2.0B

n/a

2015

Mar 8, 2016

$1.7B

n/a

2014

Mar 2, 2015

$1.0B

$964M

n/a

2013

Feb 13, 2014

$503M

$502M

n/a

2012

Mar 14, 2013

$287M

n/a

2011

Jan 18, 2012

$242M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

11.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.3B

$4.1B

5.0%

$4.9B

-4.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Spc

Nov 3, 2021

Feb 10, 2022

WEST DES MOINES, IA

Team lift out

Ibd to RIA

0.7%

Spc

Nov 3, 2021

Feb 4, 2022

ANN ARBOR, MI

Team lift out

Ibd to RIA

0.4%