Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors is an SEC-registered wealth manager in Virginia Beach, VA with $608.3M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Beacon Harbor Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300243, SEC 801-114773, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $608.3M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Virginia Beach, VA
- Employees
- 8
- Clients
- 572
- CRD
- 300243
- Ownership
- MACDONALD, GEORGE, GARDES; INGRAM, JEREMY, WAYNE; Runyon, Roy, Aldon
How much AUM does Beacon Harbor Wealth Advisors have?
Beacon Harbor Wealth Advisors reported $608.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Beacon Harbor Wealth Advisors?
Disclosed owners and executives of Beacon Harbor Wealth Advisors include MACDONALD, GEORGE, GARDES, INGRAM, JEREMY, WAYNE, Runyon, Roy, Aldon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.