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| Beam Wealth Advisors Inc
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|
|---|---|
| CRD # | 109867 |
| SEC # | 801-60334 |
| CIK # | 0001803426 |
| AUM | $577.4 MM (2024-07-05) |
| Employees | 17 (100% Investors, 88% Brokers) |
| Phone | 985-893-1440 |
| Address | 72096 Ramos Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 16.1 | |
| AAPL | 2,382,844.0 | 6.7 | |
| MSFT | 1,918,222.4 | 5.3 | |
| XOM | 385,508.3 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,218 | 324.3 |
| (b) Individuals (high net worth individuals) | 130 | 251.0 |
| (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 | 0.0 |
| (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 | 3 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,656 | 577.4 |
| By Discretionary | ||
| Discretionary | 2,397 | 557.0 |
| Non-Discretionary | 259 | 20.5 |
| Total | 2,656 | 577.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.4 | |
| Total | 2,656 | 577.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803426] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Altrius Capital Management Inc
✚
|
NC | 0.6 |
|
Creative Capital Management Investments LLC
✚
|
CA | 0.6 |
|
Dorsey Wright & Associates LLC
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|
VA | 0.6 |
|
United Advisor Group LLC
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|
OH | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
Copper Harbor Investment Advisors LLC
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|
WI | 0.6 |
|
Bard Financial Services Inc
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|
CT | 0.6 |
|
Duncan & Haley Ltd
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|
WA | 0.6 |
|
Darwin Wealth Management LLC
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|
FL | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |