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Richard Thomas Ferguson

Investment adviser representative at Beacon Capital Management, LLC
6 yearsExperience
3 statesRegistered in
$1.3BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

6 years in the industry.

  1. Beacon Capital Management, LLCSep 2021 to now
  2. U.S. Bancorp Investments, Inc.Sep 2021 to Sep 2021
  3. Bank of America, N.A.Sep 2015 to Sep 2021
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Sep 2021

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 3 states (AL, KY, TN).

Beacon Capital Management, LLC

$1.3BAssets managed
2,098Clients
18Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6385433
Firm CRD
156228
Advisor's SEC record (opens in a new tab)
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