J BEAVER INVESTMENT ADVISORS INC

Overview

J Beaver Investment Advisors Inc. is an independent, individual-owned registered investment adviser serving individuals, families and select institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets-under-management component with hourly charges for advisory work. Investment activity is tilted heavily toward publicly traded equities. The firm is not positioned as a capital allocator to private funds and does not identify as an active ESG investor. Services are delivered in both discretionary and non-discretionary formats, reflecting a mix of ongoing portfolio oversight and client-directed accounts.

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Public Holdings

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Location & Offices