BEALE HEALY INVESTMENT ADVISORS INC

RIASEC Registered

Total AUM

$103M

Discretionary

$90.4M

88% of AUM

Avg account

$797K

Accounts

129

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 110969
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.92%
Individuals12.08%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Beale Healy Investment Advisors Inc. is an independent, individual-owned registered investment adviser that serves individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model that includes a percentage-of-AUM component as well as hourly and fixed-fee engagements. Investment activity is strongly equity-centric: the firm shows a clear preference for exchange-traded equities as the principal building block of client portfolios, while supplementing those exposures with mutual funds, annuities and selected third‑party alternative managers. Beale Healy does not identify as an active ESG investor and does not act as a capital allocator or pension consultant.