Beam Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, market timing, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Beam Wealth Advisors reports 2,258 clients. They include 1,762 individual clients, 445 high-net-worth individuals, and 40 pension and profit-sharing plans. Of its assets, 97.6% ($1.56B across 4,993 accounts) are managed with discretion; $38.5M across 331 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 31% |
| High-net-worth individuals | 20% | 56% |
| Pension and profit-sharing plans | 2% | 13% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,762 | $490M | 30.6% | $278K |
| High-net-worth individuals | 445 | $890M | 55.6% | $2M |
| Pension and profit-sharing plans | 40 | $202M | 12.6% | $5.06M |
| Charitable organizations | Fewer than 5 | $242K | 0.0% | $242K |
| Corporations and other businesses | 10 | $18.4M | 1.1% | $1.84M |
| Total | 2,258 | $1.6B | 100% | — |
- Clients
- 1,762
- Regulatory AUM
- $490M
- AUM share
- 30.6%
- Avg. per client
- $278K
- Clients
- 445
- Regulatory AUM
- $890M
- AUM share
- 55.6%
- Avg. per client
- $2M
- Clients
- 40
- Regulatory AUM
- $202M
- AUM share
- 12.6%
- Avg. per client
- $5.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $242K
- AUM share
- 0.0%
- Avg. per client
- $242K
- Clients
- 10
- Regulatory AUM
- $18.4M
- AUM share
- 1.1%
- Avg. per client
- $1.84M
Total
- Clients
- 2,258
- Regulatory AUM
- $1.6B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Beam Wealth Advisors charges up to 3.00% a year for its Investment Management Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees generally range from $600 to $15,000 and hourly fees from $100 to $400, negotiable.
- Non-Discretionary Management
- Non-discretionary management is charged an annual fee of generally less than 1% of assets, plus an annual account service fee.
- Retirement Plan Consulting
- ERISA and plan sponsor consulting fees typically range from 0.05% to 0.50% of plan assets, or a negotiated flat fee.
Jaime Benedetti owns 50% to 75% of Beam Wealth Advisors. Jaime Benedetti is CEO; the leadership team includes Chief Financial Officer Baburhan Gucer and Chief Compliance Officer Amy Betts. It has 27 employees.
Staff
- 27 employees
- 27 in advisory functions
- 27 state-registered reps
- 16 broker-dealer reps
- 19 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Beam Wealth Advisors, Inc.
Jaime Benedetti
Control person · since December 2021
- Owns 50% to 75% of Beam Wealth Advisors, Inc.
Baburhan Gucer
Control person · since December 2021
Beam Wealth Advisors’ regulatory assets grew 2.7× from $600M (March 2021) to $1.6B (August 2026); clients rose from 1,273 to 2,258 and employees from 24 to 27. In 2024, Benedetti and Gucer (Benedetti, Gucer & Associates) ($365M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $1.6B | 2,258 | 27 | 33 |
| Jun 2025June 2025 | $1.31B | 2,151 | 17 | 30 |
| Jul 2024July 2024 | $577M | 1,351 | 17 | 29 |
| Jun 2023June 2023 | $499M | 1,346 | 18 | 15 |
| Jul 2022July 2022 | $506M | 1,114 | 19 | 15 |
| Mar 2021March 2021 | $600M | 1,273 | 24 | 19 |
Firms that joined
20241 joined
- Benedetti and Gucer (Benedetti, Gucer & Associates)Last filed AUM $365M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Beam Wealth Advisors has 32 offices (18 private residences, listed without an address), with 13 listed addresses across 6 states.
Georgia · 3 listed addresses
- 7000 Peachtree Dunwoody Road Ne, Atlanta
- 3301 Buckeye Road, Atlanta
- 639 Glen Iris DR. Ne, Atlanta
Louisiana · 3 listed addresses
- 72096 Ramos Avenue, Suite D, CovingtonHQ
- 2895 Highway 190, Mandeville
- 4428 Loveland St., Metairie
Mississippi · 3 listed addresses
- 428 North Lamar BLVD., Oxford
- 431 W Main Street, Tupelo
- 114 4th Street South, Columbus
Utah · 2 listed addresses
- 695 E. Main Street, Midway
- 4640 South 3500 West, West Haven
Pennsylvania · 1 listed address
- 90 S Newtown Street RD, Newtown Square
Tennessee · 1 listed address
- 925 N Washington St, Tullahoma
Other business names
Beam Wealth Advisors has reported 9 other business names to the SEC.
- Benedetti, Gucer & Associates
- Bga 401k
- Bga Wealth
- Davis Financial
- Finestplan LC
- JDS Wealth Strategies
- Mountain West Wealth
- Oban Wealth Management LLC
- Rogers and Rogers
Contact and registration details
- Legal name
- Beam Wealth Advisors, Inc.
- Headquarters
- 72096 Ramos Avenue, Suite D, Covington, LA 70433
- Website
- beamwealth.com
- Phone
- 985-893-1440
- @beamwealthadvisors
- SEC file
- 801-60334
- Structure
- Louisiana corporation
- Fiscal year end
- December
Beam Wealth Advisors’ named custodians for separately managed accounts are Fidelity ($692M, 49%), Raymond James ($513M, 36%) and Charles Schwab ($202M, 14%). Beam Wealth Advisors has custody of $616K for 4 clients.
- FidelityNational Financial Services LLC · Boston, MA · $692M49%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $202M14%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $513M36%
At year end, Beam Wealth Advisors’ separately managed accounts were mostly in funds (84%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $453M across 117 positions; the largest are iShares TR (17.5%), Vaneck ETF Trust (6.3%) and iShares Inc. (5.9%).
What the accounts hold
- Stocks10%
- Funds84%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
How many clients does Beam Wealth Advisors have?
Beam Wealth Advisors has 2,258 clients and manages $1.6 billion for them, as of August 2026. They include 1,762 individual clients, 445 high-net-worth individuals, and 40 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Beam Wealth Advisors offer?
Beam Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, market timing, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beam Wealth Advisors charge?
Beam Wealth Advisors charges up to 3.00% a year for its Investment Management Fees. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Beam Wealth Advisors use?
Beam Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $692M, Raymond James & Associates, Inc. (St. Petersburg, FL), with $513M and Charles Schwab & Co., Inc. (Westlake, TX), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Beam Wealth Advisors have?
Beam Wealth Advisors has 27 investment adviser representatives registered with state securities authorities, out of 27 employees, and 27 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 19 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 Beam Wealth Advisors invest in?
At the end of its last fiscal year, Beam Wealth Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beam Wealth Advisors?
Beam Wealth Advisors’ direct owners are Jaime Benedetti (50% to 75%) and Baburhan Gucer (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Beam Wealth Advisors get paid?
Beam Wealth Advisors is paid through a percentage of assets under management, hourly charges 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
How do I contact Beam Wealth Advisors?
Beam Wealth Advisors’ main office is at 72096 Ramos Avenue, Suite D, Covington, LA 70433. Its phone number is 985-893-1440. Its website is beamwealth.com.