Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Beacon Capital Management, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Beacon Capital Management, Inc. office in Ohio, by city and A to Z.

The short answer

13 registered advisors work at Beacon Capital Management, Inc. in Ohio, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Dayton (12). 0 list the CFP designation and 9 are also registered broker representatives.

Beacon Capital Management, Inc. advisors by city in Ohio

Every firm in Ohio →

Dayton 12

Beacon Capital Management, Inc. advisors in Ohio, A to Z

Search by name →

Beacon Capital Management, Inc. advisors in every state →Beacon Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Beacon Capital Management, Inc. in other states

Iowa 4

Questions

How many Beacon Capital Management, Inc. financial advisors are in Ohio?

13 investment adviser representatives are registered at Beacon Capital Management, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

Where in Ohio does Beacon Capital Management, Inc. have the most advisors?

Dayton, with 12. Beacon Capital Management, Inc. has advisors in 1 city in Ohio.

How do I check a Beacon Capital Management, Inc. advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beacon Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.