Beacon Harbor Wealth Advisors
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 300243
- Registered since
- February 11, 2019
- Website
- beaconharborwealth.com
- 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
FINTRXOverview
Beacon Harbor Wealth Advisors is an independent, SEC-registered registered investment adviser that began filing in 2019 and is owned by an individual. The firm serves individual and family clients and provides a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, along with pension consulting services. Its billing options include percentage-of-AUM fees plus the ability to charge hourly and fixed fees. Beacon Harbor is not positioned as a capital allocator and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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 4
Connor Harris
Financial Planning AnalystCRD 8110799
Maury Stone
Wealth AdvisorCRD 6325445
George Macdonald
Director of Research and TradingCRD 5812374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$258M in ETFs
76%
$194M
24%
$63.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND (VXF) | Vanguard | Passive | Mid Cap Blend | $46.9M | 198,535 | 18.20% |
Location
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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