Isaac J. Knittle

BEACON CAPITAL MANAGEMENT

Franklin, TN 37067

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CRD#: 7665247

Professional summary

Isaac Jackson Knittle is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Isaac has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DOORDASH INC. HEADQUARTERS - 116 NEW MONTGOMERY ST, SAN FRANCISCO, CA 94105, DRIVER FOR DOORDASH - CONSIDERED AN INDEPENDENT CONTRACTOR, PICKUP LOCAL ORDERS FOR FOOD, GROCERIES, AND OTHER ITEMS AND DELIVER THEM TO CUSTOMERS, 02/28/2023, 20 HRS/MO. NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Jackson Knittle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2023 - Present

BEACON CAPITAL MANAGEMENT, LLC

Office #1: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067

RIA

CRD#: 156228

Franklin, TN

Past

March 2, 2023 - May 5, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FRANKLIN, TN

Past

December 7, 2022 - May 5, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/7/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/28/2022

Securities Industry Essentials Examination

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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Contact information

Main Address

751 Cool Springs Blvd Suite 106, Franklin, TN 37067

Mailing Address

Phone number

(615) 224-9794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,398
AUM (Assets Under Management)	$ 1,070,557,366

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Isaac J. Knittle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Jackson Knittle's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON CAPITAL MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2023

Series 7TO

Date: 12/7/2022

SIE

Date: 9/28/2022

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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