Beacon Capital Management
Overview
Beacon Capital Management is a registered investment advisor specializing in real estate and private equity investments. The firm offers disciplined investment strategies that dynamically respond to market conditions through model portfolios for financial advisors and their clients. As of June 2025, Beacon manages approximately $4 billion in assets across over 25,000 client accounts. The firm is a member of Sammons Financial Group, providing comprehensive advisor support, including practice management, investment operations, market insights, and turnkey investor resources. Beacon's data-driven, systematic approach delivers diverse risk response methodologies alongside comprehensive advisor support, empowering advisors to grow their business strategically and build lasting client relationships while delivering meaningful outcomes for investors.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Beacon Capital Management
What sectors does Beacon Capital Management invest in?
Beacon Capital Management invests in Financial Services and Real Estate, and is based in Franklin, Tennessee, United States. Beacon Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Beacon Capital Management invest at?
Beacon Capital Management backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Beacon Capital Management invest in?
Beacon Capital Management invests across United States.
Who are the partners at Beacon Capital Management?
Team members listed for Beacon Capital Management include Pete Benson (CEO, Wealth Advisor) and Yancey Wade (Chief Compliance Officer).
What companies has Beacon Capital Management invested in?
Beacon Capital Management's portfolio includes Astor Investment Management.
How do I contact Beacon Capital Management?
Beacon Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
