DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Beacon Asset Management, LLC

Former SEC-registered adviserSouthfield, MichiganCRD 142129SEC 801-67441IAPD
Legal name Telemus/Beacon Investment Company LLC
Latest filing Apr 1, 2013
First filing on the tape Mar 29, 2012 · 4 filings
RAUM
$386M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$386M as of Apr 1, 2013
Mar 29, 2012$367M then
HNW client RAUM: no history
State-registered IARs (5.B.3): 5
Employees (5.A): 9
Private funds: 2
RAUM +5.2% over the last fiscal year
Practice profile
derived from the filing of Apr 1, 2013; every figure names its basis
RAUM per advisor
$77.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$29.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
2.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+5.2%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
13reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Carl Eric Oppenheim · Chief Operating Officer / Chief Compliance Officercontrol
    since 10/2009 · owns less than 5%
  • Louis Gary Ran · Chairman / Chief Executive Officercontrol
    since 01/2013 · owns less than 5%
  • James Robert Schlagheck · Chief Financial Officer / Controllercontrol
    since 01/2013 · owns less than 5%
  • Louis Gary Ran · Chairman/Member, Board Of Memberscontrol
    since 12/2006 · owns 25% to 50% of Telemus Capital Partners, LLC
Entity owners
  • Telemus Capital Partners, LLC · Member
    direct · owns 75% or more
Related persons
Schedule D 7.A
Advisers that list Beacon Asset Management, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
  • Ann Arbor, MI
What changed
consecutive filings, newest first
  • Accounts · 322 to 13
    Jan 18, 2013 to Apr 1, 2013
  • Advisory employees · 6 to 5
    Jan 18, 2013 to Apr 1, 2013
  • Advisory activities · 3 to 2
    Jan 18, 2013 to Apr 1, 2013
  • BD registered reps · 8 to 0
    Jan 18, 2013 to Apr 1, 2013
  • Assets in custody · 74450283.0 to unset
    Jan 18, 2013 to Apr 1, 2013
  • Custody of client assets · true to false
    Jan 18, 2013 to Apr 1, 2013
  • Employees · 10 to 9
    Jan 18, 2013 to Apr 1, 2013
  • State-registered IARs · 8 to 5
    Jan 18, 2013 to Apr 1, 2013
  • Discretionary RAUM · $367M to $386M
    Jan 18, 2013 to Apr 1, 2013
  • RAUM · $367M to $386M
    Jan 18, 2013 to Apr 1, 2013
  • Private funds · 2 to unset
    Jan 2, 2013 to Jan 18, 2013
  • Related bank · true to false
    Jan 2, 2013 to Jan 18, 2013
  • Related broker-dealer · true to false
    Jan 2, 2013 to Jan 18, 2013
  • Advisory employees · unset to 6.0
    Mar 29, 2012 to Jan 2, 2013
  • BD registered reps · unset to 8.0
    Mar 29, 2012 to Jan 2, 2013
  • Employees · unset to 10.0
    Mar 29, 2012 to Jan 2, 2013
  • State-registered IARs · unset to 8.0
    Mar 29, 2012 to Jan 2, 2013
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026