Robert David May
Investment adviser representative at Beacon Capital Management, Inc.
23 yearsExperience
1 stateRegistered in
$4.3BFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Beacon Capital Management, Inc.Aug 2021 to now
- PNC BankSep 2020 to Aug 2021
- First Financial BankFeb 2020 to Aug 2020
- Union Savings BankDec 2019 to Jan 2020
- PNC BankJun 2003 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Beacon Capital Management, Inc.
$4.3BAssets managed
10,456Clients
26Advisers
24 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
- 7663824
- Firm CRD
- 120641