Beacon Harbor Wealth Advisors, Inc.
● SEC registered since 2019CRD 300243SEC# 801-114773Virginia Beach, VA
Reg. AUM
$608.3M
Employees
8
Accounts
1,529
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 $608.3 million in regulatory assets under management and employs 8 people.
Beacon Harbor Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Gardes MacDonald Control | Co-President And Ceo | 50-75% | 2018 |
| Jeremy Wayne Ingram Control | Co-President, Ceo, Cio And Cco | 50-75% | 2018 |
Frequently asked questions
How much does Beacon Harbor Wealth Advisors, Inc. manage?
Beacon Harbor Wealth Advisors, Inc. reports $608.3 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 8 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
| Address | 440 Viking Drive, Suite 200, Virginia Beach, VA 23452 |
| Phone | 757-644-4545 |
| Fax | 757-644-4373 |
| Office hours | 9:00 To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1784093 |
| Discloses disciplinary history | No |
Regulatory AUM
$608.3M▼ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$608.3Mregulatory AUM
Discretionary $608.3M