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Managing Director, Vice President · Beaird Harris

Steven M. Lugar

CRD 1044095 · Named on Form ADV at one SEC-registered adviser

At a glance

Beaird Harris, an SEC-registered wealth manager based in Dallas, TX with $2.3 billion in regulatory assets, lists Steven M. Lugar on its Form ADV as Managing Director, Vice President, a control person.

Firms and roles

  • Beaird HarrisManaging Director, Vice PresidentWealth manager · Dallas, TX · $2.3B in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.