DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Beaird Harris
Legal name Beaird Harris Wealth Management, LLC
Latest filing Jul 20, 2026
First filing on the tape Mar 30, 2012 · 44 filings
SEC status approved since May 20, 1996
RAUM
$2.3B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$2.2B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
19
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$2.3B as of Jul 20, 2026
Mar 30, 2012$398M then
HNW client RAUM$2.0B as of Jul 20, 2026
Mar 31, 2018$827M then
State-registered IARs (5.B.3)17 as of Jul 20, 2026
Feb 7, 20130 then
Employees (5.A)19 as of Jul 20, 2026
Feb 7, 201312 then
Private funds: no history
RAUM +19% over the last fiscal year+18% a year over threeIARs 18 to 17
Practice profile
derived from the filing of Jul 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 44derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $682,161derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 18.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- -5.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $266M, 156 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.0B89%
- Individuals$149M6.5%
- Pension and profit-sharing plans$44.6M2.0%
- Charitable organizations$26.8M1.2%
- Corporations and businesses$18.8M0.8%
- Individual clients
- 296reported
- HNW clients
- 497reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 3,331reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $266M for 156 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donald Blake Harris | Dallas, Tx | Jul 19, 1996 | 44 y | 0 |
| Patrick Clark BeairdPersonal Financial Specialist | Dallas, Tx | Feb 6, 1997 | 39 y | 0 |
| Ronald J Skalberg | Dallas, Tx | Feb 6, 1997 | 38 y | 0 |
| Paula W Allgood | Dallas, Tx | Feb 23, 1999 | 33 y | 0 |
| Steven Mark LugarCertified Financial Planner | Dallas, Tx | Jun 20, 2001 | 44 y | 0 |
| Jacob Burk KingCertified Financial Planner | Dallas, Tx | May 1, 2008 | 22 y | 0 |
| Justin Darrel WatsonCertified Financial Planner, Personal Financial Specialist | Dallas, Tx | Nov 21, 2011 | 19 y | 0 |
| Joseph Clint DunnCertified Financial Planner | Dallas, Tx | Mar 21, 2012 | 19 y | 0 |
| Stuart Taylor Herzog | Dallas, Tx | Mar 31, 2014 | 14 y | 0 |
| James Austin Simmons | Dallas, Tx | Apr 1, 2014 | 19 y | 0 |
| James Edward ZimmermanCertified Financial Planner | Dallas, Tx | Apr 22, 2015 | 27 y | 1 |
| Virginia F BakerCertified Financial Planner | Dallas, Tx | Dec 29, 2015 | 10 y | 0 |
| James E. SullivanCertified Financial Planner, Chartered Financial Analyst | Dallas, Tx | Mar 24, 2017 | 27 y | 2 |
| Kevin Michael Lindley | Dallas, Tx | Nov 12, 2018 | 10 y | 1 |
| Chase Anthony PerryCertified Financial Planner | Dallas, Tx | Oct 21, 2020 | 17 y | 2 |
| Kelly Ann Snider | Dallas, Tx | Aug 4, 2021 | 15 y | 2 |
| Tai Tan ChuCertified Financial Planner | Dallas, Tx | Apr 25, 2023 | 22 y | 2 |
| Kraishylea Razelle Agboaye | Dallas, Tx | Feb 21, 2025 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- John Otto Hetzel to NfwmJan 24, 2022 · RIA to a newly registered adviser
- Carey Yeary Hilburn to Central Wealth Management LLCJun 1, 2020 · RIA to RIA
Joined, latest
- Tai Tan Chu from Fidelity Personal And Workplace AdvisorsApr 25, 2023 · Affiliated broker-dealer or bank to independent RIA
- Kelly Ann Snider from Fidelity Personal And Workplace AdvisorsAug 4, 2021 · Affiliated broker-dealer or bank to independent RIA
- Chase Anthony Perry from Fidelity Personal And Workplace AdvisorsOct 21, 2020 · Affiliated broker-dealer or bank to independent RIA
- Carey Yeary Hilburn from Quest Capital Management, Inc.Jul 11, 2019 · RIA to RIA
- Kevin Michael Lindley from Cain, Watters & Associates, LLCNov 12, 2018 · Other
- James E. Sullivan from Fidelity Personal Trust Company, FsbMar 24, 2017 · Other
- James Edward Zimmerman from Strategic Advisers LLCApr 22, 2015 · Other
- John Otto Hetzel from Jwa Financial Group, Inc.Jun 7, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C Patrick Beaird · Managing Partnercontrolsince 05/1996 · owns less than 5%
- Clint Joseph Dunn · Chief Compliance Officercontrolsince 12/2020 · owns less than 5%
- Blake Donald Harris · Vice Presidentcontrolsince 05/1996 · owns less than 5%
- Mark Steven Lugar · Managing Director, Vice President Officercontrolsince 06/2000 · owns less than 5%
- C Patrick Beaird · Membercontrolsince 01/2021 · owns 75% or more of Beaird Advisory Services Pc
- Blake Donald Harris · Membercontrolsince 01/2021 · owns 75% or more of Harris Advisory Services Pllc
- Mark Steven Lugar · Membercontrolsince 01/2021 · owns 75% or more of Lugar Advisory Services, LLC
- Anthony Chase Perry · Membercontrolsince 08/2021 · owns 75% or more of Blessed Proverbs 3, LLC
- E. James Sullivan · Membercontrolsince 12/2019 · owns 75% or more of T.W. Mapps, LLC
- Burk Jacob King · Membersince 01/2021 · owns 75% or more of Massie Financial Services, LLC
- Edward James Zimmerman · Membersince 01/2021 · owns 75% or more of Storehouse 28, LLC
Entity owners
- Beaird Advisory Services Pc · Memberdirect · owns 25% to 50%
- Harris Advisory Services Pllc · Memberdirect · owns 5% to 10%
- Beaird Accounting Services, Pllc · Memberindirect · owns 75% or more of Beaird Harris, Pllc
- Allgood Advisory Services, Pllc · Memberdirect · owns 5% to 10%
- Beaird Harris, Pllc · Memberdirect · owns 5% to 10%
- Blessed Proverbs 3, LLC · Memberdirect · owns 5% to 10%
- Lugar Advisory Services, LLC · Memberdirect · owns 5% to 10%
- Massie Financial Services, LLC · Memberdirect · owns 5% to 10%
- Storehouse 28, LLC · Memberdirect · owns 10% to 25%
- T.W. Mapps, LLC · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Beaird Harris, Pllcinsurancey
- Donald B. Harrisinsurancey
- Justin D Watsoninsurancey
- Kevin Michael Lindleyinsurancey
- Patrick C Beairdinsurancey
- Paula W Allgoodinsurancey
- Ronald J Skalberginsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 18 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 20, 2026HARRIS, DONALD, BLAKE (MEMBER) left Schedule A between the filings of 2022-03-29 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 20, 2026BEAIRD, PATRICK, C (MEMBER) left Schedule A between the filings of 2022-03-29 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 20, 2026SULLIVAN, JAMES, E. (MEMBER) left Schedule A between the filings of 2022-03-29 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 20, 2026PERRY, CHASE, ANTHONY (MEMBER) left Schedule A between the filings of 2022-03-29 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 20, 2026DUNN, JOSEPH, CLINT (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-03-29 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 3,188 to 3,331Dec 22, 2025 to Mar 31, 2026
- HNW clients · 428 to 497Dec 22, 2025 to Mar 31, 2026
- Individual clients · 334 to 296Dec 22, 2025 to Mar 31, 2026
- Assets in custody · $271M to $266MDec 22, 2025 to Mar 31, 2026
- Custody of client assets · false to trueDec 22, 2025 to Mar 31, 2026
- Employees · 22 to 19Dec 22, 2025 to Mar 31, 2026
- State-registered IARs · 18 to 17Dec 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.2BDec 22, 2025 to Mar 31, 2026
- HNW RAUM · $1.7B to $2.0BDec 22, 2025 to Mar 31, 2026
- Individual RAUM · $177M to $149MDec 22, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $21.5M to $24.9MDec 22, 2025 to Mar 31, 2026
- Pension RAUM · $34.3M to $44.6MDec 22, 2025 to Mar 31, 2026
- RAUM · $1.9B to $2.3BDec 22, 2025 to Mar 31, 2026
- Accounts · 2,968 to 3,188Nov 12, 2024 to Mar 27, 2025
- HNW clients · 402 to 428Nov 12, 2024 to Mar 27, 2025
- Individual clients · 293 to 334Nov 12, 2024 to Mar 27, 2025
- Pension plan clients · 9 to 7Nov 12, 2024 to Mar 27, 2025
- Assets in custody · $112M to $271MNov 12, 2024 to Mar 27, 2025
- Employees · 18 to 22Nov 12, 2024 to Mar 27, 2025
- Financial planning clients · More than 500 to More than 500Nov 12, 2024 to Mar 27, 2025
- State-registered IARs · 17 to 18Nov 12, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.6B to $1.9BNov 12, 2024 to Mar 27, 2025
- HNW RAUM · $1.4B to $1.7BNov 12, 2024 to Mar 27, 2025
- Individual RAUM · $142M to $177MNov 12, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $19.9M to $21.5MNov 12, 2024 to Mar 27, 2025
- Pension RAUM · $61.5M to $34.3MNov 12, 2024 to Mar 27, 2025
- RAUM · $1.7B to $1.9BNov 12, 2024 to Mar 27, 2025
- Accounts · 2,853 to 2,968Mar 31, 2023 to Mar 29, 2024
- HNW clients · 363 to 402Mar 31, 2023 to Mar 29, 2024
- Individual clients · 303 to 293Mar 31, 2023 to Mar 29, 2024
- Pension plan clients · 8 to 9Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $0 to $112MMar 31, 2023 to Mar 29, 2024
- Employees · 19 to 18Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.4B to $1.6BMar 31, 2023 to Mar 29, 2024
- HNW RAUM · $1.2B to $1.4BMar 31, 2023 to Mar 29, 2024
- Individual RAUM · $143M to $142MMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $19.4M to $19.9MMar 31, 2023 to Mar 29, 2024
- Pension RAUM · $50.0M to $61.5MMar 31, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.7BMar 31, 2023 to Mar 29, 2024
- Accounts · 2,896 to 2,853Mar 29, 2022 to Mar 31, 2023
Signals
4 dated events
- Anthony Chase Perry (Member) appeared on Schedule A of Beaird HarrisMar 29, 2022 · Control person joined · fact
- E. James Sullivan (Member) appeared on Schedule A of Beaird HarrisMar 29, 2022 · Control person joined · fact
- John Otto Hetzel left Beaird Harris for Nfwm (registered 2021-12-20)Jan 24, 2022 · Advisor changed firm · fact
- Clint Joseph Dunn (Chief Compliance Officer) appeared on Schedule A of Beaird HarrisMar 29, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 972-503-1040reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BEAIRDHARRISreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BH-CO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 972-503-1040reportedpublic record, Form ADV, Jul 20, 2026
- Contact form
- bh-co.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bh-co.com/about-us/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026