Beacon Harbor Wealth Advisors Inc

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Assets, Funds, Holdings

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Beacon Harbor Wealth Advisors Inc
CRD #300243
SEC #801-114773
CIK #0001784093
AUM $444.7 MM (2023-03-03)
Employees 7 (57% Investors, 0% Brokers)
Phone757-644-4545
Address440 Viking Drive, Suite 200
Virginia Beach, VA 23452
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
IAU 0.0
AVGO 201,282.9 0.0
XOM 385,508.3 0.0
CSCO 178,309.9 0.0
UPS 157,208.0 0.0
ABBV 269,466.6 0.0
KO 269,985.6 0.0
CVX 294,604.1 0.0
AMT 117,747.1 0.0
ADI 77,186.0 0.0
View All
Holdings by Sector ($MM)
3502802101407002017201920212024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 404 97.9
(b) Individuals (high net worth individuals) 126 329.4
(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 3.8
(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 13.6
(n) Other 0 0.0
Total 1,339 444.7
By Discretionary
Discretionary 1,339 444.7
Non-Discretionary 0 0.0
Total 1,339 444.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 444.7
Total 1,339 444.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001784093]
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Schwarz Dygos Wheeler Investment Advisors LLC
MN 0.4
Reuter James Wealth Management LLC
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Ma Private Wealth LLC
CA 0.4
Sevenbridge Financial Group LLC
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Cornell Pochily Investment Advisors Inc
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Peavine Capital LLC
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Resolute Financial LLC
MA 0.4
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