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| Keyboard |
| Beers Kight Financial Advisors LLC
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|---|---|
| CRD # | 160286 |
| SEC # | 801-73105 |
| CIK # | |
| AUM | 179.4 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 803-787-0003 |
| Address | 3830 Forest Drive Columbia, SC 29204 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 100 | 179.4 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 179.4 |
| By Discretionary | ||
| Discretionary | 264 | 179.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 179.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.4 | |
| Total | 264 | 179.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 100 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bey-Douglas LLC
✚
|
GA | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
Keen Capital Ltd
✚
|
SC | 179.7 M |
|
Leeds Capital Group LLC
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|
Rare Wolf Capital LLC
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|
WA | 179.6 M |
|
Allaria Asset Management LLC
✚
|
FL | 179.6 M |
|
Waystone Advisors LLC
✚
|
179.3 M | |
|
Investment Advisory Services Group LLC
✚
|
FL | 179.3 M |
|
Dowling Financial Services Inc
✚
|
CT | 179.3 M |
|
Brighttree Wealth Management LLC
✚
|
179.0 M |