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BEAIRD HARRIS
Legal name: BEAIRD HARRIS WEALTH MANAGEMENT, LLC
CRD 107238File 801-51938
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.27B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Non-discretionary $24.9M
Clients
800
3,331 accounts
Employees
19
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 20, 1996
- Principal office
- 5005 LYNDON B JOHNSON FWY, STE 1700, DALLAS, TX, 75244
- Phone
- 972-503-1040
- Website
- HTTP://WWW.BH-CO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.27B
- Discretionary AUM
- $2.25B
- Non-discretionary AUM
- $24.9M
- Discretionary accounts
- 3,297
- Non-discretionary accounts
- 34
- Total accounts
- 3,331
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.8M |
| Charitable organizations | Fewer than 5 | $26.8M |
| High net worth individuals | 497 | $2.03B |
| Pension and profit sharing plans | 7 | $44.6M |
| Individuals (other than high net worth individuals) | 296 | $148.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 19 | decreased by3 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 769 | 800 | increased by31 |
| Apr 1, 2026 | AUM | $1,907,364,054 | $2,272,278,072 | increased by$364,914,018 |
| Apr 1, 2026 | Accounts | 3,188 | 3,331 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 709 | 769 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,522,714,000 | $1,907,364,054 | increased by$384,650,054 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,896 | 3,188 | increased by292 |
| Apr 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 674 | 709 | increased by35 |
| Apr 1, 2022 | AUM | $1,262,071,329 | $1,522,714,000 | increased by$260,642,671 |
| Apr 1, 2022 | Accounts | 2,499 | 2,896 | increased by397 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEAIRD HARRIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEAIRD HARRIS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.