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Beacon Harbor Wealth Advisors, Inc.

● SEC registered since 2019CRD 300243SEC# 801-114773Virginia Beach, VA
Export (members)
Reg. AUM
$625.6M
Employees
7
Accounts
1,599
Location
Virginia Beach, VA

Beacon Harbor Wealth Advisors, Inc. assets under management

Beacon Harbor Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Virginia Beach, VA. The firm has been registered since 2019. It reports $625.6 million in regulatory assets under management and employs 7 people.
beaconharborwealth.comView on SEC.gov ↗

Beacon Harbor Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
George Gardes MacDonald ControlCo-President And Ceo50-75%2018
Jeremy Wayne Ingram ControlCo-President, Ceo, Cio And Cco50-75%2018

Frequently asked questions

How much does Beacon Harbor Wealth Advisors, Inc. manage?

Beacon Harbor Wealth Advisors, Inc. reports $625.6 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Harbor Wealth Advisors, Inc. have?

Beacon Harbor Wealth Advisors, Inc. reports 7 employees.

Where is Beacon Harbor Wealth Advisors, Inc. located?

Beacon Harbor Wealth Advisors, Inc. is based in Virginia Beach, VA and has been SEC-registered since 2019.

Does Beacon Harbor Wealth Advisors, Inc. disclose fund performance?

Beacon Harbor Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address440 Viking Drive, Suite 200, Virginia Beach, VA 23452
Phone757-644-4545
Fax757-644-4373
Office hours9:00 To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1784093
Discloses disciplinary historyNo

Assets under management

Discretionary$625.6M
Non-discretionary$0
Total (RAUM)$625.6M