Beaird Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Beaird Harris Wealth Management reports 800 clients. They include 497 high-net-worth individuals, 296 individual clients, and 7 pension and profit-sharing plans. Of its assets, 98.9% ($2.25B across 3,297 accounts) are managed with discretion; $24.9M across 34 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 7% |
| High-net-worth individuals | 62% | 89% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 296 | $149M | 6.5% | $502K |
| High-net-worth individuals | 497 | $2.03B | 89.5% | $4.09M |
| Pension and profit-sharing plans | 7 | $44.6M | 2.0% | $6.36M |
| Charitable organizations | Fewer than 5 | $26.8M | 1.2% | — |
| Corporations and other businesses | Fewer than 5 | $18.8M | 0.8% | — |
| Total | 800 | $2.27B | 100% | — |
- Clients
- 296
- Regulatory AUM
- $149M
- AUM share
- 6.5%
- Avg. per client
- $502K
- Clients
- 497
- Regulatory AUM
- $2.03B
- AUM share
- 89.5%
- Avg. per client
- $4.09M
- Clients
- 7
- Regulatory AUM
- $44.6M
- AUM share
- 2.0%
- Avg. per client
- $6.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $26.8M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $18.8M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 800
- Regulatory AUM
- $2.27B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Beaird Harris Wealth Management charges 0.40%–1.00% a year for its Investment advisory and financial planning. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Fee details and sources
Beaird Advisory Services PC owns 25% to 50% of Beaird Harris Wealth Management and is in turn owned by Patrick Beaird (75% or more). The leadership team of Beaird Harris Wealth Management includes President Steven Lugar and Chief Compliance Officer Joseph Dunn. It has 19 employees, 13 of them in advisory roles.
Leadership
- Steven LugarManaging Director, Vice President
- Joseph DunnChief Compliance Officer
- Patrick BeairdManaging Partner
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Kraishylea Razelle Agboaye
- Paula W Allgood
- Virginia F Baker
- Patrick Clark Beaird
- Tai Tan Chu
- Joseph Clint Dunn
- Donald Blake Harris
- Stuart Taylor Herzog
- Jacob Burk King
- Kevin Michael Lindley
- Steven Mark Lugar
- Chase Anthony Perry
- James Austin Simmons JR
- Ronald J Skalberg
- Kelly Ann Snider
- James E. Sullivan
- Justin Darrel Watson
- James Edward Zimmerman
Staff
- 19 employees
- 13 in advisory functions
- 17 state-registered reps
- 3 insurance agents
- Owns 25% to 50% of Beaird Harris Wealth Management, LLC
Beaird Advisory Services PC
Control person · since January 2021
- Owns 75% or more of Beaird Advisory Services PC
Patrick Beaird
Control person · since January 2021
- Owns 10% to 25% of Beaird Harris Wealth Management, LLC
Storehouse 28, LLC
since January 2021
- Owns 75% or more of Storehouse 28, LLC
James Zimmerman
Control person · since January 2021
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
Massie Financial Services, LLC
since January 2021
- Owns 75% or more of Massie Financial Services, LLC
Jacob King
Control person · since January 2021
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
Lugar Advisory Services, LLC
since January 2021
- Owns 75% or more of Lugar Advisory Services, LLC
Steven Lugar
Control person · since January 2021
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
Blessed Proverbs 3, LLC
since August 2021
- Owns 75% or more of Blessed Proverbs 3, LLC
Chase Perry
Control person · since August 2021
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
T.W. Mapps, LLC
since December 2019
- Owns 75% or more of T.W. Mapps, LLC
James Sullivan
Control person · since December 2019
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
Beaird Harris, PLLC
since August 2021
- Owns 5% to 10% of Beaird Harris Wealth Management, LLC
Allgood Advisory Services, PLLC
since January 2021
- Owns 75% or more of Allgood Advisory Services, PLLC
Paula Allgood
Control person · since January 2021
Beaird Harris Wealth Management’s regulatory assets grew 1.8× from $1.26B (April 2021) to $2.27B (July 2026); clients rose from 674 to 800 and employees from 17 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.27B | 800 | 19 | 1 |
| March 2025 | $1.91B | 769 | 22 | 1 |
| April 2024 | $1.67B | 704 | 18 | 1 |
| March 2023 | $1.4B | 674 | 19 | 1 |
| March 2022 | $1.52B | 709 | 18 | 1 |
| April 2021 | $1.26B | 674 | 17 | 1 |
Besides its headquarters, Beaird Harris Wealth Management has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 5005 Lyndon B Johnson Fwy, Ste 1700, DallasHQ
Other business names
Beaird Harris Wealth Management has reported 1 other business name to the SEC.
- Beaird Harris
Contact and registration details
- Legal name
- Beaird Harris Wealth Management, LLC
- Headquarters
- 5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244
- Website
- bh-co.com
- Phone
- 972-503-1040
- @beairdharris
- SEC file
- 801-51938
- Founded
- 1996
- Structure
- Texas LLC
- Fiscal year end
- December
Beaird Harris Wealth Management uses Charles Schwab ($1.36B, 63%) and Fidelity ($802M, 37%) as custodians for its separately managed accounts. Beaird Harris Wealth Management has custody of $266M in client assets for 156 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.36B63%
- FidelityNational Financial Services LLC · Boston, MA · $802M37%
At year end, Beaird Harris Wealth Management’s separately managed accounts were mostly in funds (87%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.6B across 707 positions; the largest are Dimensional ETF Trust (9.6%), Dimensional ETF Trust (8.7%) and American Centy ETF TR (7.6%).
What the accounts hold
- Stocks11%
- Funds87%
- Cash2%
Reported 13F holdings
- $1.6B
- Reported 13F value
- 707
- Positions
- 59.9%
- In the 10 largest
- +8.5%
- Value vs. prior quarter
- Dimensional ETF Trust · Shor Dur Fix ETF9.6%
- Dimensional ETF Trust · Core Fixe IN ETF8.7%
- American Centy ETF TR · US Large Cap Vlu7.6%
- Vanguard Index Fds · S&P 500 ETF Shs6.7%
- American Centy ETF TR · US Sml CP Valu5.9%
- Dimensional ETF Trust · US High Prof ETF5.4%
- American Centy ETF TR · Avantis US Larg4.7%
- Dimensional ETF Trust · US Mktwide Value4.1%
- Dimensional ETF Trust · Internatnal Val3.9%
- American Centy ETF TR · Avantis Emgmkt3.4%
Together, the ten largest are 59.9% of reported value.
How many clients does Beaird Harris Wealth Management have?
Beaird Harris Wealth Management has 800 clients and manages $2.27 billion for them, as of July 2026. They include 497 high-net-worth individuals, 296 individual clients, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Beaird Harris Wealth Management offer?
Beaird Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Beaird Harris Wealth Management charge?
Beaird Harris Wealth Management charges 0.40%–1.00% a year for its Investment advisory and financial planning. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does Beaird Harris Wealth Management use?
Beaird Harris Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.36B and National Financial Services LLC (Boston, MA), with $802M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Beaird Harris Wealth Management have?
Beaird Harris Wealth Management has 17 investment adviser representatives registered with state securities authorities, out of 19 employees, and 13 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
What does Beaird Harris Wealth Management invest in?
At the end of its last fiscal year, Beaird Harris Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beaird Harris Wealth Management?
Beaird Harris Wealth Management is owned through holding companies by Patrick Beaird, Steven Lugar, James Zimmerman, Jacob King, Chase Perry and 2 others. Its direct owners are Massie Financial Services, LLC, Beaird Advisory Services PC, Lugar Advisory Services, LLC, Storehouse 28, LLC, Blessed Proverbs 3, LLC, T.W. Mapps, LLC, Beaird Harris, PLLC and Allgood Advisory Services, PLLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Beaird Harris Wealth Management get paid?
Beaird Harris Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Beaird Harris Wealth Management registered with the SEC?
Yes, Beaird Harris Wealth Management has been registered with the SEC as an investment adviser since 20 May 1996. Its CRD number is 107238 and its SEC file number is 801-51938.
Source: Form ADV Part 1A, Item 1, filed 20 July 2026; IAPD firm record
How do I contact Beaird Harris Wealth Management?
Beaird Harris Wealth Management’s main office is at 5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244. Its phone number is 972-503-1040. Its website is bh-co.com.