⚲
|
Beacon Harbor Wealth Advisors Inc
✚
|
|
---|---|
CRD # | 300243 |
SEC # | 801-114773 |
CIK # | 0001784093 |
AUM | $444.7 MM (2023-03-03) |
Employees | 7 (57% Investors, 0% Brokers) |
Phone | 757-644-4545 |
Address | 440 Viking Drive, Suite 200 Virginia Beach, VA 23452 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
HT Partners LLC
✚
|
CT | 0.4 |
Everest Consultants LLC
✚
|
NY | 0.4 |
Affinity Capital Advisors LLC
✚
|
CA | 0.4 |
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 0.4 |
Reuter James Wealth Management LLC
✚
|
OK | 0.4 |
Ma Private Wealth LLC
✚
|
CA | 0.4 |
Sevenbridge Financial Group LLC
✚
|
PA | 0.4 |
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.4 |
Peavine Capital LLC
✚
|
NV | 0.4 |
Resolute Financial LLC
✚
|
MA | 0.4 |