Beers Kight Financial Advisors, LLC is a large advisory firm based in Columbia. It manages $143 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of South Carolina.
Beers Kight Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beers Kight Financial Advisors, LLC is $143 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Beers Kight Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Beers Kight Financial Advisors is high net worth individuals with 106 clients and $137.81 million of assets under management. Among the 9 most similar advisory firms, Beers Kight Financial Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $143 million for 110 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Beers Kight Financial Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Beers Kight Financial Advisors, LLC performs its advisory services is located at 3830 Forest Drive, Columbia, SC 29204 The mailing address of the firm is Po Box 135, Columbia, SC 29202. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-787-0003 or by fax 803-787-2299. The normal business hours are 9 am - 5 pm on Monday - Friday.