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, 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
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 6JASON SANCHEZ
Founder & Chief Financial AdvisorCRD 4696232
JASON SPEARS
President, Chief Investment OfficerCRD 4686230
Jennifer Clouse
Chief Operations OfficerCRD 8072986
Contacts
3 of 21CAMERON 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 96Active vs passive
$373M in ETFs
76%
$282M
15%
$91.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $73.4M | 112,407 | 19.69% |
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
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