Beacon Capital Management

Dayton, United States Founded: 2000 • Age: 26 yrs Acquired By Sammons Financial Group
Diversified investment management services are provided to clients.

About Beacon Capital Management

Beacon Capital Management is a Financial Services company based in Dayton (United States) founded in 2000 by Chris Cook, and was acquired by Sammons Financial Group in January 2021. Diversified investment management services are provided to clients. The company has 135 employees. Beacon Capital Management has completed 1 acquisition, including Astor IM. Its focus areas include Asset Management and Diversified. Its legal entity is BEACON INVESTMENT MANAGEMENT GRO. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Beacon Capital Management was founded in 2000 and is headquartered in Dayton, United States. Operations focus on diversified investment management within the financial sector. Services encompass portfolio management and advisory for various asset classes. The firm is led by Chris Cook as founder and president. Activities are centered in the U.S. market, supporting institutional and individual investors with structured investment strategies.

  • Headquarters Dayton, United States
  • Employees 135
  • Founders Chris Cook
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website beaconinvesting.com
  • Social LinkedIn
  • Acquired by Sammons Financial Group (Jan 2021)
  • Legal Name Beacon Investment Management Gro
Operational Areas
Key Metrics

Investors in Beacon Capital Management

Beacon Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sammons Financial Group.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Sammons Financial Group is engaged in providing financial services.
sammonsfinancialgroup.comWest Des Moines, United States
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People of Beacon Capital Management

2 people are tracked at Beacon Capital Management (2 in leadership); the tracked headcount is 135.

NameRoleGroup
Chris Cook
Founder & PresidentLeadership
Matt Curfman
CEOLeadership
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Investments & Acquisitions by Beacon Capital Management

Beacon Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Astor IM.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Diversified investment management services are provided to clients.
astorim.comChicago, United States2001Jun 2025β€’β€’β€’β€’
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Timeline of Beacon Capital Management

3 dated milestones of Beacon Capital Management across 25 years, from founding to its latest funding, stage changes and deals.

  1. Founded Beacon Capital Management is founded.
  2. Exit Acquired by Sammons Financial Group.
  3. Acquisition Acquires Astor IM.

Competitors of Beacon Capital Management

Beacon Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Beacon Capital Management

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Web traffic of Beacon Capital Management

The website of Beacon Capital Management (beaconinvesting.com) receives about 5.7K visits a month.

  • Monthly visits
    5.7K

    ▲ 61.4% vs previous month

Similar websites

Websites whose visitors overlap most with Beacon Capital Management. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
apps.advisorlynx.com
apps.advisorlynx.com
100%
–
beaconinvest.com
beaconinvest.com
88%
–
bcmadvisors.com
bcmadvisors.com
82%
–
americanfunds.com
67%
#1,642,308View details
matsonmoney.com
50%
#289,227View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Asset Management

3 companies that operate in the same segment as Beacon Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Beacon Capital Management

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Frequently Asked Questions about Beacon Capital Management

Beacon Capital Management was founded in 2000.

Beacon Capital Management is headquartered in Dayton, United States. It is registered at Dayton, Ohio, United States.

Beacon Capital Management has 135 employees.

Beacon Capital Management was founded in 2000 and is headquartered in Dayton, United States. Operations focus on diversified investment management within the financial sector. Services encompass portfolio management and advisory for various asset classes. The firm is led by Chris Cook as founder and president. Activities are centered in the U.S. market, supporting institutional and individual investors with structured investment strategies.

Beacon Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Beacon Capital Management has made 1 acquisition, including Astor IM.

Beacon Capital Management has 1 investor. Key investors include Sammons Financial Group.

Beacon Capital Management operates through Beacon Investment Management Gro.

Yes. Beacon Capital Management was acquired by Sammons Financial Group in January 2021.

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