CRD: 300243
Beacon Harbor Wealth Advisors
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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-11-2019
- Office Locations
- 1
Office Locations
About Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors is a Virginia Beach, VA RIA that pairs a planning-based approach with goal-based investing to guide, grow, and protect client wealth through life events and changing markets. Services blend portfolio management, asset allocation and risk management with financial, tax and estate planning and insurance coordination. CFA-led with an explicit emphasis on downside protection; custodians include Schwab.
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Owner & Executives
JEREMY WAYNE INGRAM
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Co-President, Wealth Advisor
- CRD
- #4281667
- Ownership
- 50% but less than 75%
GEORGE GARDES MACDONALD JR
Chief Executive Officer, Co-President, Wealth Advisor
- CRD
- #1676680
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Connor Van Harris
--
- CRD
- #8110799
GEORGE GARDES MACDONALD III
--
- CRD
- #5812374
Delta ridge
Meridian quantum
- CRD
- #67311
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $608,304,013 | $397,844 |
| Non-Discretionary | $0 | -- |
| Total | $608,304,013 | $397,844 |
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Separately Managed Accounts
Total SMA Asset: $608,304,013
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $657,608,077 | 8.0% |
| Equity - Exchange | $2,161,886,553 | 26.3% |
| Cash | $616,507,572 | 7.5% |
| Municipal Bonds | $1,734,441,303 | 21.1% |
| Corporate - Investment Grade | $2,441,369,986 | 29.7% |
| U.S. Government/Agency | $608,287,472 | 7.4% |
| Total | $8,220,100,963 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY OPTIMA FUSION | EAGLE MOMENTUM | A0O9WJ20F | YKW | 1.07% | $115,343,441 |
| NORTH OPTIMA ELEMENT | VITAL FUSION | 61Y7SUXPJ | WXYJ | 2.82% | $36,705,194 |
| VECTOR SUMMIT | VITAL PEAK | Z823NQPGZ | ADR | 2.97% | $23,819,014 |
| LEGACY RADIAL | VECTOR CAPITAL | Z45L5H3PX | WPE | 3.07% | $10,045,682 |
| WAVE ZENITH | INSIGHT DELTA | QHUEZOU3B | MCL | 0.69% | $113,018,131 |
| EAGLE DELTA DELTA | RADIAL DELTA | GKIVW8P5F | WCXQV | 9.53% | $81,427,528 |
| ALPHA MERIDIAN OPTIMA | LEGACY OPTIMA | CKH9NNYRQ | VML | 4.06% | $76,310,417 |
| ALPHA ELEMENT | PEAK PRIME | XYL41FI38 | IFT | 10.61% | $17,342,888 |