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| Beacon Harbor Wealth Advisors Inc
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| CRD # | 300243 |
| SEC # | 801-114773 |
| CIK # | 0001784093 |
| AUM | 608.3 M (2026-02-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 757-644-4545 |
| Address | 440 Viking Drive, Suite 200 Virginia Beach, VA 23452 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Sat, 25 Jul 2026 | Beacon Harbor Wealth Advisors Inc. Purchases 3,456 Shares of Apple Inc. $AAPL — MarketBeat |
| Wed, 22 Jul 2026 | NVIDIA Corporation $NVDA Shares Purchased by Beacon Harbor Wealth Advisors Inc. — MarketBeat |
| Thu, 16 Jul 2026 | 25,495 Shares in JPMorgan Chase & Co. $JPM Acquired by Beacon Harbor Wealth Advisors Inc. — MarketBeat |
| Tue, 14 Jul 2026 | Beacon Harbor Wealth Advisors Inc. Trims Holdings in Johnson & Johnson $JNJ — MarketBeat |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lumentum Holdings Inc | 15.3 | ||
| iShares Comex Gold Trust | 14.6 | ||
| iShares Silver Trust | 12.8 | ||
| Comfort Systems USA Inc | 8.9 | ||
| FPL Group Inc | 8.8 | ||
| Chevron Corp | 8.8 | ||
| Amgen Inc | 8.6 | ||
| Alphabet Inc | 8.5 | ||
| Pfizer Inc | 8.5 | ||
| Apple Inc | 8.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 123.7 |
| (b) Individuals (high net worth individuals) | 180 | 457.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 22.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,529 | 608.3 |
| By Discretionary | ||
| Discretionary | 1,529 | 608.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,529 | 608.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 608.3 | |
| Total | 1,529 | 608.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001784093] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail |
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|---|---|---|
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Cogentblue Wealth Advisors LLC
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