BEAM WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2001
Total AUM
$1.6B
Discretionary
$1.6B
98% of AUM
Avg account
$301K
Accounts
5,324
Employees
27
Advisory reps
27

Firm details

Headquarters
COVINGTON, Louisiana
CRD number
109867
Registered since
June 22, 2001
Custodians
NATIONAL FINANCIAL SERVICES LLC, RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI55.61%
  • Individuals30.59%
  • Pension & Profit Sharing Plans12.64%
  • Corporations / Businesses1.15%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Beam Wealth Advisors, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2001. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension consulting, market timing services and educational seminars and workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 10%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 6
  • JASON SANCHEZ

    Founder & Chief Financial AdvisorCRD 4696232

  • JASON SPEARS

    President, Chief Investment OfficerCRD 4686230

  • Jennifer Clouse

    Chief Operations OfficerCRD 8072986

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Contacts

3 of 21
  • CAMERON RAY

    Co-FounderCRD 4245930

  • AMY BETTS

    OwnerCRD 4154449

  • Gabrielle Kong

    CRD 7034792

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 96

Active vs passive

$373M in ETFs

Passive

76%

$282M

Active

15%

$91.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$73.4M112,40719.69%

Location

Primary office

COVINGTON, LA

SAINT TAMMANY

Location

COVINGTON, LA

Headquartered in COVINGTON, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
SAINT TAMMANY
Address
72096 Ramos Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth