Wealth manager, independent · Dallas, TX
Beaird Harris
Beaird Harris Wealth Management, LLC · SEC-registered investment adviser · CRD 107238 · SEC 801-51938
At a glance
Beaird Harris is an SEC-registered investment adviser based in Dallas, Texas, with $2.3B in regulatory assets under management as of its Form ADV filed July 20, 2026. It reports 793 individual clients, 497 of them high-net-worth, holding an average of about $2.8 million each, and 19 employees. That ranks it 493rd among the nation’s 5,657 independent wealth management RIAs and 26th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 972-503-1040bh-co.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among independent wealth managers
- #493 of 5,657
- Rank among all SEC RIAs
- #3,374 of 17,210
- Rank in Texas
- #26 of 367
- Individual clients
- 793
- High-net-worth clients
- 497
- Accounts
- 3,331
- Discretionary
- 99% of AUM
- Employees
- 19
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Patrick C BeairdManaging Partner
- Steven M. LugarManaging Director, Vice President
- Joseph C. DunnChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Beaird Harris reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 497 | $2.0B | 89% |
| Individuals | 296 | $149M | 7% |
| Pension and profit sharing plans | 7 | $45M | 2% |
| Charitable organizations | – | $27M | 1% |
| Corporations or other businesses | – | $19M | <1% |
Disciplinary disclosures
Beaird Harris reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bh-co.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 3 namedLocked
- Main office, fax and compliance officer
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Warwick PartnersBryan | $2.5B | 253 |
| Oxbow Advisors, LLCAustin | $2.5B | 688 |
| Requisite Capital Management LLCDallas | $2.4B | 218 |
| Sather Financial Group, Inc.Victoria | $2.3B | 448 |
| Root Financial PartnersAustin | $2.1B | 852 |
| Ascentis Independent Advisors, LLCDallas | $2.1B | 2,690 |
Background
Questions
How much does Beaird Harris manage?
Beaird Harris reports $2.3B in regulatory assets under management across 3,331 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 20, 2026.
How many clients does Beaird Harris have?
It reports 793 individual clients: 497 high-net-worth individuals and 296 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Beaird Harris headquartered?
Its main office is in Dallas, Texas. It reports 1 office in total and 19 employees, 13 of whom perform investment advisory functions.
How does Beaird Harris charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Beaird Harris use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 20, 2026, it reports these amounts held: Charles Schwab ($1.4B); Fidelity ($802M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Beaird Harris a hybrid RIA with a broker-dealer?
Beaird Harris reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Beaird Harris a fiduciary?
As an SEC-registered investment adviser, Beaird Harris owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Beaird Harris’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →