Beers Kight Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Beers Kight Financial Advisors reports 100 high-net-worth individuals. Of its assets, 100.0% ($179M across 264 accounts) are managed with discretion. It advised 100 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 100 | $179M | 100.0% | $1.79M |
| Total | 100 | $179M | 100% | $1.79M |
- Clients
- 100
- Regulatory AUM
- $179M
- AUM share
- 100.0%
- Avg. per client
- $1.79M
Total
- Clients
- 100
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- $1.79M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 100
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Beers Kight Financial Advisors charges 0.55%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and has a $3,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.25% |
| $500K–$750K | 1.00% |
| $750K–$1M | 0.75% |
| $1M and above | 0.55% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at $100 to $150 an hour, or by fixed fee, typically $600 to $1,400.
- Pension Consulting Services
- Pension consulting is charged as a maximum percentage of assets, from 1.50% on the first $250,000 down to 0.50% above $2,000,000, and is negotiable.
Beers Financial LLC owns 50% to 75% of Beers Kight Financial Advisors and is in turn owned by Val Beers (75% or more). The leadership team of Beers Kight Financial Advisors includes Chief Compliance Officer Val Beers. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Beers Kight Financial Advisors, LLC
Beers Financial LLC
Control person · since December 2011
- Owns 75% or more of Beers Financial LLC
Val Beers
Control person · since March 2002
- Owns 25% to 50% of Beers Kight Financial Advisors, LLC
McGregor Financial Advisors, LLC
Control person · since December 2011
- Owns 75% or more of McGregor Financial Advisors, LLC
Barry T. Kight, LLC
Control person · since May 2000
- Owns 75% or more of Barry T. Kight, LLC
Barry Kight
Control person · since May 2000
Beers Kight Financial Advisors’ regulatory assets grew from $152M (March 2021) to $179M (March 2026); clients were 100 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $179M | 100 | 2 | 1 |
| Mar 2025March 2025 | $181M | 100 | 2 | 1 |
| May 2024May 2024 | $172M | 100 | 2 | 1 |
| Mar 2023March 2023 | $161M | 100 | 2 | 1 |
| Mar 2022March 2022 | $176M | 100 | 2 | 1 |
| Mar 2021March 2021 | $152M | 100 | 2 | 1 |
Besides its headquarters, Beers Kight Financial Advisors has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 3830 Forest Drive, ColumbiaHQ
Contact and registration details
- Legal name
- Beers Kight Financial Advisors, LLC
- Headquarters
- 3830 Forest Drive, Columbia, SC 29204
- Website
- Not reported
- Phone
- 803-787-0003
- SEC file
- 801-73105
- Structure
- South Carolina LLC
- Fiscal year end
- December
Beers Kight Financial Advisors’ named custodian for separately managed accounts is Charles Schwab ($177M). Beers Kight Financial Advisors has custody of $29M for 30 clients.
- Charles SchwabCharles Schwab and Company Inc. · Westlake, TX · $177M100%
At year end, Beers Kight Financial Advisors’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks4%
- Funds90%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Beers Kight Financial Advisors have?
Beers Kight Financial Advisors has 100 clients and manages $179 million for them, as of March 2026. They include 100 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Beers Kight Financial Advisors offer?
Beers Kight Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beers Kight Financial Advisors charge?
Beers Kight Financial Advisors charges 0.55%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and has a $3,000 annual minimum.
Which custodians does Beers Kight Financial Advisors use?
Beers Kight Financial Advisors’ separately managed account assets are held at Charles Schwab and Company Inc. (Westlake, TX), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Beers Kight Financial Advisors have?
Beers Kight Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Beers Kight Financial Advisors invest in?
At the end of its last fiscal year, Beers Kight Financial Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents, 1% state and local 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
Who owns Beers Kight Financial Advisors?
Beers Kight Financial Advisors is owned through a chain of holding companies by Barry Kight and Val Beers. Its direct owners are Beers Financial LLC (50% to 75%) and McGregor Financial Advisors, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Beers Kight Financial Advisors get paid?
Beers Kight Financial 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 Beers Kight Financial Advisors?
Beers Kight Financial Advisors’ main office is at 3830 Forest Drive, Columbia, SC 29204. Its phone number is 803-787-0003.