BEERS KIGHT FINANCIAL ADVISORS, LLC

Overview

Beers Kight Financial Advisors, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates on a fee model that includes percentage of assets under management, hourly charges and fixed fees, and positions itself to serve individual and family clients rather than large institutional sponsors. Filings indicate the firm is not a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. Investment activity is concentrated in pooled public vehicles: mutual funds and other public funds make up the majority of client assets. The firm also uses third‑party managers for real estate allocations, meaning alternatives exposure is implemented through external managers rather than in-house private funds. Custody is primarily with Charles Schwab and Company, Inc., which holds the bulk of the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices