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
Beers Kight Financial Advisors, LLC
Latest filing Mar 27, 2026
First filing on the tape Jan 30, 2012 · 18 filings
SEC status approved since Jan 1, 2012
RAUM
$179M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$179M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$179M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$179M as of Mar 27, 2026
Apr 1, 2013$130M then
HNW client RAUM$179M as of Mar 27, 2026
Mar 30, 2018$143M then
State-registered IARs (5.B.3)2 as of Mar 27, 2026
Apr 1, 20132 then
Employees (5.A)2 as of Mar 27, 2026
Apr 1, 20132 then
Private funds: no history
RAUM -0.8% over the last fiscal year+3.8% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $179MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $679,533derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $29.0M, 30 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
- 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)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$179M100%
- Individual clients
- n/areported
- HNW clients
- 100reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 264reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $29.0M for 30 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Val Hain BeersCertified Financial Planner | Columbia, Sc | Nov 25, 2024 | 31 y | 1 |
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
none on the tape
Joined, latest
- Val Hain Beers from Beers Financial LLCNov 25, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hain Val Beers · Co-Manager And Chief Compliance Officercontrolsince 12/2011 · owns less than 5%
- Tison Barry Kight · Co-Managercontrolsince 12/2011 · owns less than 5%
- Hain Val Beers · Membercontrolsince 03/2002 · owns 75% or more of Beers Financial, LLC
- Tison Barry Kight · Membercontrolsince 05/2000 · owns 75% or more of Barry T. Kight, LLC
Entity owners
- Beers Financial LLC · Memberdirect · owns 50% to 75%
- Mcgregor Financial Advisors, LLC · Memberdirect · owns 25% to 50%
- Barry T. Kight, LLC · Memberindirect · owns 75% or more of Mcgregor Financial Advisors, LLC
Related persons
Schedule D 7.A
- Mcgregor And Companyinsurancen
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 290 to 264Mar 26, 2025 to Mar 27, 2026
- HNW clients · 96 to 100Mar 26, 2025 to Mar 27, 2026
- Pension plan clients · 4.0 to unsetMar 26, 2025 to Mar 27, 2026
- Assets in custody · $26.4M to $29.0MMar 26, 2025 to Mar 27, 2026
- Discretionary RAUM · $181M to $179MMar 26, 2025 to Mar 27, 2026
- HNW RAUM · $178M to $179MMar 26, 2025 to Mar 27, 2026
- Pension RAUM · 3240000.0 to unsetMar 26, 2025 to Mar 27, 2026
- RAUM · $181M to $179MMar 26, 2025 to Mar 27, 2026
- Accounts · 272 to 290May 24, 2024 to Mar 26, 2025
- Assets in custody · $26.0M to $26.4MMay 24, 2024 to Mar 26, 2025
- Financial planning clients · 11-25 to 11-25May 24, 2024 to Mar 26, 2025
- Discretionary RAUM · $172M to $181MMay 24, 2024 to Mar 26, 2025
- HNW RAUM · $168M to $178MMay 24, 2024 to Mar 26, 2025
- Pension RAUM · $4.8M to $3.2MMay 24, 2024 to Mar 26, 2025
- RAUM · $172M to $181MMay 24, 2024 to Mar 26, 2025
- Assets in custody · unset to 26000000.0Mar 22, 2024 to May 24, 2024
- Custody of client assets · false to trueMar 22, 2024 to May 24, 2024
- Accounts · 347 to 272Mar 28, 2023 to Mar 22, 2024
- Discretionary RAUM · $161M to $172MMar 28, 2023 to Mar 22, 2024
- HNW RAUM · $154M to $168MMar 28, 2023 to Mar 22, 2024
- Pension RAUM · $7.1M to $4.8MMar 28, 2023 to Mar 22, 2024
- RAUM · $161M to $172MMar 28, 2023 to Mar 22, 2024
- Accounts · 350 to 347Mar 29, 2022 to Mar 28, 2023
- Discretionary RAUM · $176M to $161MMar 29, 2022 to Mar 28, 2023
- HNW RAUM · $169M to $154MMar 29, 2022 to Mar 28, 2023
- Pension RAUM · $7.8M to $7.1MMar 29, 2022 to Mar 28, 2023
- RAUM · $176M to $161MMar 29, 2022 to Mar 28, 2023
- Discretionary RAUM · $152M to $176MMar 26, 2021 to Mar 29, 2022
- HNW RAUM · $145M to $169MMar 26, 2021 to Mar 29, 2022
- Pension RAUM · $7.2M to $7.8MMar 26, 2021 to Mar 29, 2022
- RAUM · $152M to $176MMar 26, 2021 to Mar 29, 2022
- Accounts · 366 to 350Jun 9, 2020 to Mar 26, 2021
- HNW clients · 106 to 96Jun 9, 2020 to Mar 26, 2021
- Discretionary RAUM · $152M to $152MJun 9, 2020 to Mar 26, 2021
- HNW RAUM · $145M to $145MJun 9, 2020 to Mar 26, 2021
- Pension RAUM · $6.3M to $7.2MJun 9, 2020 to Mar 26, 2021
- RAUM · $152M to $152MJun 9, 2020 to Mar 26, 2021
- Accounts · 373 to 366Mar 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $143M to $152MMar 28, 2019 to Mar 27, 2020
- HNW RAUM · $138M to $145MMar 28, 2019 to Mar 27, 2020
Signals
1 dated events
- Beers Kight Financial Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 30, 2012 · 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
- Principal office phone
- 803-787-0003reportedpublic record, Form ADV, Mar 27, 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
- $179Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026