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

Beam Wealth Advisors, Inc.

Independent wealth managerCovington, LouisianaCRD 109867SEC 801-60334websiteIAPD
Latest filing Aug 13, 2026
First filing on the tape Mar 14, 2012 · 69 filings
SEC status approved since Jun 22, 2001
RAUM
$1.6B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
86%
$1.4B individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$64.0M
derived; firm RAUM over IAPD count
Employees
27
27 advisory (5.B.1)
Offices
32
beyond the principal office
Private funds
0
reported on Schedule D
History
69 filings and snapshots on the tape
RAUM$1.6B as of Aug 13, 2026
Mar 14, 2012$146M then
HNW client RAUM$890M as of Aug 13, 2026
Mar 28, 2018$164M then
State-registered IARs (5.B.3)27 as of Aug 13, 2026
Mar 25, 20132 then
Employees (5.A)27 as of Aug 13, 2026
Mar 25, 20134 then
Private funds: no history
RAUM +22% over the last fiscal year+47% a year over threeIARs 17 to 27offices 29 to 32
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
RAUM per advisor
$64.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
88derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$300,629derivedRAUM over accounts (5.F.2.f)
Discretionary
98%derivedof RAUM
Institutional
13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
0.8derived33 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
+59%derivedItem 5.B.3 between annual amendments
Client growth, one year
+4.6%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
Custody
$616,327, 4 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$890M56%
  • Individuals$490M31%
  • Pension and profit-sharing plans$202M13%
  • Corporations and businesses$18.4M1.1%
  • Charitable organizations$242,2960.0%
Individual clients
1,762reported
HNW clients
445reported
Pension plan clients
40reported
Charitable clients
1reported
Accounts
5,324reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
$616,327 for 4 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.86 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=16.0derived
Advisors registered through the firm
25 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Joseph RomeoCoconut Creek, FlFeb 10, 200341 y1
Andrew Keith HoffmanCertified Financial PlannerCovington, La Oct 3, 200729 y0
Joseph Michael O'SullivanCertified Financial PlannerNew Orleans, LaJan 22, 200928 y1
Jason David SanchezCovington, La Aug 18, 200922 y0
Jason Dewayne SpearsTupelo, Ms Jun 11, 201323 y1
Cameron L RayPersonal Financial SpecialistTullahoma, TnNov 8, 201329 y1
Philip Allen RogersNewtown Square, PaApr 6, 201538 y1
Joseph Andrew DavisWest Haven, UtNov 10, 201521 y1
Frank CongemiRockaway Park, NyMay 4, 201840 y2
Aaron Wayne SchulerMidway, Ut Apr 15, 201920 y2
Amy Lynn BettsDenver, CoJun 7, 201923 y3
Garrett Paul LerouxCertified Financial PlannerCovington, La Feb 9, 202215 y3
Bryant Thomas SwannCertified Financial Planner, Personal Financial SpecialistTullahoma, TnJun 10, 202210 y0
Jeffrey Charles ConeChartered Financial AnalystCovington, La Apr 3, 202312 y2
Baburhan GucerCertified Financial Planner, Chartered Financial ConsultantAtlanta, Ga May 26, 202327 y2
Jaime Andres BenedettiCertified Financial PlannerAtlanta, Ga Jan 4, 202424 y2
Cheryl Lois ScoutJensen Beach, Fl Mar 1, 202425 y5
Heather J GardnerCertified Financial PlannerAtlanta, Ga Mar 19, 202415 y3
Christopher A CristalloCertified Financial PlannerAtlanta, Ga Mar 19, 202410 y1
Russell ClarkeCertified Financial PlannerAtlanta, Ga May 28, 202429 y2
Erik Tomas AnhausAtlanta, Ga May 29, 202423 y2
Adam Michael HowardCertified Financial PlannerJacksonville, Fl Jun 4, 202414 y3
John Edward JarviseTucson, Az Mar 5, 202527 y1
Gabrielle Elizabeth KongCanton, Ga Apr 15, 202613 y5
Ryan Matthew FlurieCertified Financial PlannerWest Grove, Pa Aug 6, 202615 y5
Advisor movement
3 left, 3 joined in 12 months
net 0 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 12% of current headcount5 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Andres Jaime Benedetti · Chief Executive Officercontrol
    since 12/2021 · owns 50% to 75%
  • Lynn Amy Betts · Chief Compliance Officercontrol
    since 03/2015 · owns less than 5%
  • Danielle Jennifer Clouse · Chief Operations Officercontrol
    since 03/2025 · owns less than 5%
  • Baburhan Gucer · Chief Financial Officercontrol
    since 12/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
Advisers that list Beam Wealth Advisors, Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Atlanta, Ga1012
Covington, La · principal810
West Haven, Ut200
Jacksonville, Fl200
New Orleans, La200
Tullahoma, Tn200
Metairie, La100
Hammond, La001
Offices
Schedule D 1.F, the 25 largest
  • Atlanta, GA7 employees
  • Atlanta, GA2 employees
  • Tullahoma, TN2 employees
  • Columbus, MS1 employees
  • Mandeville, LA1 employees
  • Oxford, MS1 employees
  • Tupelo, MS1 employees
  • West Haven, UT1 employees
  • Rock Springs, WY1 employees
  • Midway, UT1 employees
  • , 1 employees
  • Newtown Square, PA1 employees
  • , 1 employees
  • , 1 employees
  • , 1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
  • high office count relative to headcountStatic outlier · filing Aug 13, 2026
    offices per registered advisor of 1.3 against a peer median of 0.3 (529 comparable advisers, 98.0th percentile, 4.3 robust deviations)
    peers: independent wealth managers, $1B to $5B (529) · 98% percentile
  • control person changedChange between filings · filing Aug 13, 2026
    Clouse, Jennifer, Danielle (CHIEF OPERATIONS OFFICER) appeared on Schedule A between the filings of 2022-01-26 and 2026-08-13
    peers: independent wealth managers, $1B to $5B (1,360)
  • advisor count surgeChange between filings · filing Apr 29, 2026
    advisory representatives (Item 5.B.3) moved from 17.0 to 27.0 (+59.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was 0.0% (999 comparable advisers, 97.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (999) · 97% percentile
  • employee count surgeChange between filings · filing Apr 29, 2026
    employees (Item 5.A) moved from 17.0 to 27.0 (+59.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was +4.0% (1050 comparable advisers, 97.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (1,050) · 97% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 5,006 to 5,324
    Dec 26, 2025 to Mar 31, 2026
  • Advisory employees · 17 to 27
    Dec 26, 2025 to Mar 31, 2026
  • BD registered reps · 15 to 16
    Dec 26, 2025 to Mar 31, 2026
  • Charity clients · unset to 1.0
    Dec 26, 2025 to Mar 31, 2026
  • Corporate clients · 11 to 10
    Dec 26, 2025 to Mar 31, 2026
  • HNW clients · 303 to 445
    Dec 26, 2025 to Mar 31, 2026
  • Individual clients · 1,806 to 1,762
    Dec 26, 2025 to Mar 31, 2026
  • Pension plan clients · 31 to 40
    Dec 26, 2025 to Mar 31, 2026
  • Assets in custody · $307,969 to $616,327
    Dec 26, 2025 to Mar 31, 2026
  • Employees · 17 to 27
    Dec 26, 2025 to Mar 31, 2026
  • State-registered IARs · 17 to 27
    Dec 26, 2025 to Mar 31, 2026
  • Other offices · 29 to 32
    Dec 26, 2025 to Mar 31, 2026
  • Discretionary RAUM · $1.3B to $1.6B
    Dec 26, 2025 to Mar 31, 2026
  • HNW RAUM · $651M to $890M
    Dec 26, 2025 to Mar 31, 2026
  • Individual RAUM · $514M to $490M
    Dec 26, 2025 to Mar 31, 2026
  • Non-discretionary RAUM · $26.3M to $38.5M
    Dec 26, 2025 to Mar 31, 2026
  • Pension RAUM · $132M to $202M
    Dec 26, 2025 to Mar 31, 2026
  • RAUM · $1.3B to $1.6B
    Dec 26, 2025 to Mar 31, 2026
  • Related adviser · true to false
    Dec 26, 2025 to Mar 31, 2026
  • Financial planning clients · 251-500 to 251-500
    Mar 31, 2025 to Jun 5, 2025
  • Accounts · 2,656 to 5,006
    Oct 9, 2024 to Mar 31, 2025
  • Corporate clients · 3 to 11
    Oct 9, 2024 to Mar 31, 2025
  • HNW clients · 130 to 303
    Oct 9, 2024 to Mar 31, 2025
  • Individual clients · 1,218 to 1,806
    Oct 9, 2024 to Mar 31, 2025
  • Pension plan clients · unset to 31.0
    Oct 9, 2024 to Mar 31, 2025
  • Assets in custody · $223,264 to $307,969
    Oct 9, 2024 to Mar 31, 2025
  • Other offices · 28 to 29
    Oct 9, 2024 to Mar 31, 2025
  • Discretionary RAUM · $557M to $1.3B
    Oct 9, 2024 to Mar 31, 2025
  • HNW RAUM · $251M to $651M
    Oct 9, 2024 to Mar 31, 2025
  • Individual RAUM · $324M to $514M
    Oct 9, 2024 to Mar 31, 2025
  • Non-discretionary RAUM · $20.5M to $26.3M
    Oct 9, 2024 to Mar 31, 2025
  • Pension RAUM · unset to 131774076.0
    Oct 9, 2024 to Mar 31, 2025
  • RAUM · $577M to $1.3B
    Oct 9, 2024 to Mar 31, 2025
  • Other offices · 30 to 28
    Jun 25, 2024 to Jul 5, 2024
  • Other offices · 20 to 30
    Mar 28, 2024 to Jun 25, 2024
  • Accounts · 2,608 to 2,656
    Jun 29, 2023 to Mar 28, 2024
  • Advisory employees · 18 to 17
    Jun 29, 2023 to Mar 28, 2024
  • HNW clients · 132 to 130
    Jun 29, 2023 to Mar 28, 2024
  • Individual clients · 1,211 to 1,218
    Jun 29, 2023 to Mar 28, 2024
  • Assets in custody · $28.8M to $223,264
    Jun 29, 2023 to Mar 28, 2024
Signals
18 dated events
  • David Henry Bernard left Beam Wealth Advisors, Inc. for Knights Of Columbus Asset Advisors Llc (registered 2026-07-29)
    Jul 20, 2026 · Advisor changed firm · fact
  • Beam Wealth Advisors, Inc. reported 27 state-registered advisory representatives, up from 17 (2025-12-26 to 2026-03-31)
    Mar 31, 2026 · Advisor headcount change · derived
  • Colton Campbell left Beam Wealth Advisors, Inc. for Northwestern Mutual Investment Services,Llc (registered 2026-07-22)
    Mar 27, 2026 · Advisor changed firm · fact
  • Arish Samir Nurani left Beam Wealth Advisors, Inc. for Onedigital (registered 2026-03-30)
    Dec 18, 2025 · Advisor changed firm · fact
  • Beam Wealth Advisors, Inc. reported RAUM $1.3B, up 128% from $577.4M (2024-10-09 to 2025-03-31)
    Mar 31, 2025 · RAUM change · derived
  • Jordan Christopher Scallan left Beam Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-10-23)
    Oct 8, 2024 · Advisor changed firm · fact
  • John Jude Scallan left Beam Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-10-16)
    Oct 8, 2024 · Advisor changed firm · fact
  • 2 advisors left Beam Wealth Advisors, Inc. (Metairie, LA) for Impact Partnership Wealth, LLC on the same day
    Oct 8, 2024 · Team lift-out · derived
  • Beam Wealth Advisors, Inc. reported 30 offices beyond its principal office, up from 20 (2024-03-28 to 2024-06-25)
    Jun 25, 2024 · Office count change · derived
  • Benedetti, Gucer & Associates's advisors moved to Beam Wealth Advisors, Inc. (Atlanta, GA): 8 of 10 registered, on the same day
    Jun 17, 2024 · Firm absorbed (people side) · derived
  • 2 advisors left Benedetti, Gucer & Associates (Jacksonville, FL) for Beam Wealth Advisors, Inc. on the same day
    Jun 17, 2024 · Team lift-out · derived
  • Beam Wealth Advisors, Inc. reported 20 offices beyond its principal office, up from 14 (2023-06-29 to 2024-03-28)
    Mar 28, 2024 · Office count change · derived
  • Justin A Falzone left Beam Wealth Advisors, Inc. for Beta Wealth Group, Inc (registered 2022-10-12)
    Oct 7, 2022 · Advisor changed firm · fact
  • Eric Christopher Dubroc left Beam Wealth Advisors, Inc. for Securities America Advisors, Inc. (registered 2022-04-07)
    Apr 5, 2022 · Advisor changed firm · fact
  • Andres Jaime Benedetti (Chief Executive Officer) appeared on Schedule A of Beam Wealth Advisors, Inc.
    Jan 26, 2022 · Control person joined · fact
  • Baburhan Gucer (Chief Financial Officer) appeared on Schedule A of Beam Wealth Advisors, Inc.
    Jan 26, 2022 · Control person joined · fact
  • Beam Wealth Advisors, Inc. reported RAUM $555.8M, up 25% from $444.2M (2020-02-04 to 2020-03-30)
    Mar 30, 2020 · RAUM change · derived
  • Beam Asset Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Apr 2, 2018 · Succession (Item 4) · 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 email
info@beamwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone
404-602-0034reportedpublished by the firm, firm site, Sep 15, 2026
Business phone
985-893-1440reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
linkedin.com/company/beamwealthadvisorsreportedpublic record, Form ADV, Sep 17, 2026
Firm profile
linkedin.com/company/benedetti-gucer-associatesreportedpublic record, Form ADV, Sep 17, 2026
Website
beamwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
985-893-1440reportedpublic record, Form ADV, Aug 13, 2026
Contact form
beamwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Team page
beamwealth.com/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
$64.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026