Data / Investment advisers / Virginia / Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors, Virginia Beach, VA: $608 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beacon Harbor Wealth Advisors is an SEC registered investment adviser with its main office in Virginia Beach, Virginia and reports $608 million in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Beacon Harbor Wealth Advisors (CRD number 300243): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 300243
- SEC file number
- 801-114773
- SEC status
- Approved, effective February 11, 2019
- Legal name
- Beacon Harbor Wealth Advisors, Inc.
- Main office
- 440 Viking Drive, Suite 200, Virginia Beach, VA 23452
- Phone
- (757) 644-4545
- Website
- beaconharborwealth.com
- Regulatory AUM
- $608,304,013 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $608,304,013
- Accounts
- 1,529
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 180 | $457.7 million |
| Individuals (other than high net worth individuals) | 392 | $123.7 million |
| Corporations or other businesses | Fewer than 5 | $22.5 million |
| Charitable organizations | Fewer than 5 | $4.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $608.3 million | February 19, 2026 |
| December 1, 2025 | $625.6 million | June 9, 2025 |
Other advisers in Virginia Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Ascent Group, LLC | Virginia Beach | $4.76 billion | Not listed | adviserinfo.sec.gov |
| Financial Security Advisory Inc | Virginia Beach | $1.95 billion | Not listed | adviserinfo.sec.gov |
| Gratus Wealth Advisors LLC | Virginia Beach | $822.2 million | Not listed | adviserinfo.sec.gov |
| Compton Wealth Advisory Group, LLC | Virginia Beach | $800.3 million | Not listed | adviserinfo.sec.gov |
| Bellars Harris Wealth Management | Virginia Beach | $505.4 million | Not listed | adviserinfo.sec.gov |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | Not listed | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 9 | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia Beach, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Beacon Harbor Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.