Cary Beard has been President/CEO/CCO of William Madison Advisors since December 2017, is a control person of the firm and directly owns 75% or more of it. Cary Beard holds a Bachelor of Business Administration in Accounting from Abilene Christian University and a Master of Accountancy from Abilene Christian University.
William Madison Advisors, Inc. is an Abilene, TX firm with $498M under management, 505 clients and 3 advisers in one office, as of its March 2026 filing.
Cary Beard is President & CEO of William Madison Advisors. He joined the firm in 2005 as an Investment Advisor and Financial Planner, and in 2018 assumed the role of President and CEO as part of a planned transition of ownership from the founder, David Carter. He began his professional career as an audit associate with PricewaterhouseCoopers in Dallas before focusing on financial planning and investment management services for individuals and small business owners beginning in 2000.
Cary Beard’s longest registration is the current one, 8 years at William Madison Advisors since 2018. Before joining William Madison Advisors in 2018, Cary Beard was registered through Carter Asset Management, Inc. and Capital Advisory Group, Inc.
- – present · 8 yearsAbilene, TX · Adviser representative · Firm CRD 294782
- Carter Asset Management, Inc.– · 8 yearsAbilene, TX · Adviser representative · Firm CRD 116480
- Carter Asset Management, Inc.– · under a yearAbilene, TX · Adviser representative · Firm CRD 116480
- Carter Asset Management, Inc.– · 2 yearsAbilene, TX · Adviser representative · Firm CRD 116480
- Capital Advisory Group, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 114539
Professional designations
Listed by William Madison Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Cary Beard is registered as an investment adviser representative in Texas, since June 2018.
- TexasSince 6 June 2018
Examinations
No examinations are on Cary Beard’s record.
- Full name
- Cary Devon Beard
- CRD
- 4924792
- Firm
- William Madison Advisors · CRD 294782
- Role
- President/CEO/CCO
- Office
- 6452 CENTRAL PARK BLVD, Abilene, TX 79606
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williammadison.com
Where does Cary Beard work?
Cary Beard has been President/CEO/CCO of William Madison Advisors, Inc. since December 2017, and is a control person of the firm.
Is Cary Beard a financial advisor?
Yes. Cary Beard has a current investment-adviser registration in Texas, through William Madison Advisors since June 2018.
How many years of experience does Cary Beard have?
Cary Beard has 20 years in the financial industry, since November 2005, across 3 adviser firms.
Where did Cary Beard work before William Madison Advisors?
Before William Madison Advisors, Cary Beard was registered through Carter Asset Management, Inc., February 2009 to December 2009; Carter Asset Management, Inc., March 2006 to December 2008; Capital Advisory Group, Inc., April 2005 to December 2005.
Where is Cary Beard based?
Cary Beard’s registered office is in Abilene, TX.
Is Cary Beard registered with FINRA?
No. Cary Beard has no current broker registration.
Is Cary Beard a CFP?
William Madison Advisors lists Cary Beard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cary Beard’s record?
Search CRD 4924792 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cary Beard’s full registration record.