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 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
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 2JEREMY INGRAM
Founder and Co-CEOCRD 4281667
GEORGE MACDONALD
Founder, President and CEOCRD 1676680
Contacts
3 of 3Connor Harris
Financial Planning AnalystCRD 8110799
MAURY STONE
Wealth AdvisorCRD 6325445
CONNOR PARKER
Wealth AdvisorCRD 6715822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$232M in ETFs
78%
$182M
22%
$50.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $27.6M | 375,214 | 11.92% |
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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