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Brett Lee Agnew

Beacon Capital Management, Inc.

Dayton, OH

CRD 3211821

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Employer firm

Beacon Capital Management, Inc. CRD 120641

$4.26B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Capital Management, Inc.

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-09-26
  • IA RA
    APPROVED
    Since 2022-09-26

Branch Locations

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sammons Financial Network West Des Moines IA 05/2012 Present
Beacon Capital Management, Inc. Dayton OH 09/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2001-11-27
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2001-11-27

View on SEC IAPD

Nearby Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
ONESEVEN
OSAIC WEALTH, INC.

Nearby Investors

KARL N BORGERSEN
JEFFREY ROBERT HUBER
MICHAEL JOSEPH MARTENS

Nearby Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

More in Dayton, OH

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