Nicholas Craig Shoulta
Investment adviser representative at Beacon Capital Management, LLC
4 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 yearsFirm in business
Are you Nicholas Craig Shoulta? Claim your profile
Contact this firm
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
4 years in the industry.
- Beacon Capital Management, LLCNov 2020 to now
- Minnesota Life Insurance CoApr 2020 to Oct 2020
- Securian Financial Services IncApr 2020 to Oct 2020
- Shoemaker FinancialApr 2020 to Oct 2020
- City of Bowling GreenJun 2019 to May 2020
- Rafferty's RestaurantSep 2018 to Jun 2019
- Cabela'sSep 2017 to Aug 2018
- Western Kentucky UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7119614
- Firm CRD
- 156228