Beam Wealth Advisors, Inc.
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 109867
- Registered since
- June 22, 2001
- Website
- www.beamwealth.com
- 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
FINTRXOverview
Beam Wealth Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2001 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. It functions as a capital allocator and offers a mix of fee arrangements including percentage-of-AUM, hourly, and fixed fees. Core advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting-related services, market timing services, and educational seminars or workshops. Beam is not identified as an active ESG investor.
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 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
Contacts
3 of 20
Cameron Ray
Co-FounderCRD 4245930
Amy Betts
OwnerCRD 4154449
Gabrielle Kong
CRD 7034792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$427M in ETFs
76%
$326M
15%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $79.1M | 105,678 | 18.51% |
Location
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
Similar firms
Paradiem, LLC
RIACovington, LA
Asset Planning Services Inc
RIACovington, LA
Pelican Advisory LLC
RIACovington, LA
Advocacy Financial LLC
RIACovington, LA
Live Oak Wealth Management, LLC
RIACovington, LA
Argent Advisors, Inc.
RIARuston, LA