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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beacon Harbor Wealth Advisors have?","answer":"Beacon Harbor Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beacon Harbor Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Beacon Harbor Wealth Advisors’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 4% cash and equivalents, 3% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Beacon Harbor Wealth Advisors have a minimum investment?","answer":"Yes, Beacon Harbor Wealth Advisors’ minimum account size for its Investment management services is $250K.","source":"FORM ADV PART 2A, filed 9 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Beacon Harbor Wealth Advisors?","answer":"Beacon Harbor Wealth Advisors’ direct owners are Jeremy Ingram (50% to 75%) and George Macdonald (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Beacon Harbor Wealth Advisors get paid?","answer":"Beacon Harbor Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}