BEACON HARBOR WEALTH ADVISORS

RIASEC RegisteredEst. 2019
Total AUM
$608M
Discretionary
$608M
100% of AUM
Avg account
$398K
Accounts
1,529
Employees
8
Advisory reps
5

Firm details

Headquarters
VIRGINIA BEACH, Virginia
CRD number
300243
Registered since
February 11, 2019
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.25%
  • Individuals20.33%
  • Corporations / Businesses3.71%
  • Charitable Organizations0.71%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Beacon Harbor Wealth Advisors is an independent, SEC-registered advisory corporation that began registration in 2019 and is owned by an individual. The firm serves individual and family clients and bills using a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Its advisory scope includes comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and the firm lists pension consulting among its services. FINTRX flags the firm as not an active ESG investor and not a capital allocator, indicating reliance on external managers and liquid public products rather than running proprietary alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 40%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • US Government Bonds1%

Owners & executives

2 of 2
  • JEREMY INGRAM

    Founder and Co-CEOCRD 4281667

  • GEORGE MACDONALD

    Founder, President and CEOCRD 1676680

Contacts

3 of 3
  • Connor Harris

    Financial Planning AnalystCRD 8110799

  • MAURY STONE

    Wealth AdvisorCRD 6325445

  • CONNOR PARKER

    Wealth AdvisorCRD 6715822

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$232M in ETFs

Passive

78%

$182M

Active

22%

$50.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND (BND)VanguardPassiveIntermediate Core Bond$27.6M375,21411.92%

Location

Primary office

VIRGINIA BEACH, VA

VIRGINIA BEACH CITY

Location

VIRGINIA BEACH, VA

Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
VIRGINIA BEACH CITY
Address
440 Viking Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth