Beacon Capital Management Named to the 2022 CNBC FA 100 List
October 10, 2022
Dayton-Based RIA Earns a Spot on Prestigious List for Third Year in a Row
October 10, 2022 – Dayton, Ohio – Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory (RIA) firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the 2022 CNBC FA 100 list. The ranking celebrates advisory firms that top the list when it comes to offering comprehensive planning and financial services that help clients navigate through their complex financial lives.
“Earning a spot on this highly regarded list for the third year in a row is a great honor,” said Chris Cook, president and Chief Investment Officer of Beacon Capital Management. “We strive to be a next-generation RIA firm that provides innovative portfolio solutions designed to meet the unique needs of today’s savvy investors. I want to thank each member of our team who continues to help uphold our mission to fundamentally improve the science of investing.”
For more information about Beacon Capital Management, visit www.BeaconInvesting.com.
CNBC FA 100 Methodology
The list was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In 2022, CNBC evaluated thousands of firms to develop this year’s CNBC FA 100 List and considered in the rankings were categories such as assets under management, number of investment advisors registered with the firm, compliance records and total accounts under management, among others. CNBC and AccuPoint Solutions determined the weighting for each category, further refining and ranking the firms, ultimately creating the list of CNBC FA 100.
About Beacon Capital Management
Beacon Capital Management is a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Beacon Capital Management was founded in July 2000 with the goal of providing long-term investors innovative portfolio management solutions that work to capture gains while seeking to limit losses from market volatility. In addition to investment management services, the firm seeks to empower advisors with turnkey marketing, operational and account management support. Estimated as of April 30, 2022, Beacon’s assets under management have grown to more than $5.1 billion. For more information about Beacon Capital Management, please visit BeaconInvesting.com or call 866.439.9093.
Beacon Capital Management, Inc. is an investment advisory firm registered with the Securities and Exchange Commission. Additional information about Beacon Capital Management is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. SmartX, Orion Portfolio Solutions, and for SSG advisors are independent third-party vendors and are not affiliated with Beacon Capital Management.
Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Beacon Capital ManagementSM