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BEACON HARBOR WEALTH ADVISORS
Legal name: BEACON HARBOR WEALTH ADVISORS, INC.
CRD 300243File 801-114773
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$608.3M
Above cohort median (national)
Discretionary AUM
$608.3M
Clients
572
1,529 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 11, 2019
- Principal office
- 440 VIKING DRIVE, SUITE 200, VIRGINIA BEACH, VA, 23452
- Phone
- 757-644-4545
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $608.3M
- Discretionary AUM
- $608.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,529
- Non-discretionary accounts
- 0
- Total accounts
- 1,529
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $22.5M |
| Charitable organizations | Fewer than 5 | $4.3M |
| High net worth individuals | 180 | $457.7M |
| Individuals (other than high net worth individuals) | 392 | $123.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2026 | Clients | 628 | 572 | decreased by56 |
| Mar 1, 2026 | AUM | $625,592,439 | $608,304,013 | decreased by$17,288,426 |
| Mar 1, 2026 | Accounts | 1,599 | 1,529 | decreased by70 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 465 | 628 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $405,410,468 | $625,592,439 | increased by$220,181,971 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,045 | 1,599 | increased by554 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 406 | 465 | increased by59 |
| Apr 1, 2022 | AUM | $357,685,242 | $405,410,468 | increased by$47,725,226 |
| Apr 1, 2022 | Accounts | 1,060 | 1,045 | decreased by15 |
| 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 “BEACON HARBOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON HARBOR” 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.