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
- SectorsFinancial Services
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website beaconinvesting.com
- Social LinkedIn
- Acquired by Sammons Financial Group (Jan 2021)
- Legal Name Beacon Investment Management Gro
- Investors
- Employee Count135
- Investments & Acquisitions
- Acquired bySammons Financial Group
(Jan 2021)
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Sammons Financial Group is engaged in providing financial services. | sammonsfinancialgroup.com | West Des Moines, United States |
Investor details for Beacon Capital Management
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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.
| Name | Role | Group |
|---|---|---|
Chris Cook | Founder & President | Leadership |
Matt Curfman | CEO | Leadership |
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management services are provided to clients. | astorim.com | Chicago, United States | 2001 | Jun 2025 | β’β’β’β’ |
Complete acquisition details for Beacon Capital Management
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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.
- Founded Beacon Capital Management is founded.
- Exit Acquired by Sammons Financial Group.
- 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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
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 visits5.7K
▲ 61.4% vs previous month
Websites whose visitors overlap most with Beacon Capital Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
apps.advisorlynx.com | apps.advisorlynx.com | 100% | β | ||
beaconinvest.com | beaconinvest.com | 88% | β | ||
bcmadvisors.com | bcmadvisors.com | 82% | β | ||
| americanfunds.com | 67% | #1,642,308 | View details | ||
| matsonmoney.com | 50% | #289,227 | View details | ||
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
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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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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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.
