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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-20-1996
- Office Locations
- 2
Office Locations
About Beaird Harris
Beaird Harris is a Dallas-based CPA and fee-only wealth management enterprise integrating tax, investment management and planning. The team serves financially established individuals, families, businesses and healthcare professionals with complex income and tax needs, offering coordinated tax mitigation, outsourced accounting/business advisory, and WealthGuide planning spanning investments, risk, estate and retirement plan decisions. Custody includes Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 22, 2025 and July 20, 2026, reported AUM increased 19.1%, from $1.9B to $2.3B.
Across 5 reported observations, AUM increased 49.2% between March 29, 2022 and July 20, 2026, from $1.5B to $2.3B.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 13 advisory representatives and 800 clients, or 61.5 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 2 reported office locations and 30 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PATRICK CLARK BEAIRD
Managing Partner, Partner
- CRD
- #2789900
- Ownership
- Less than 5%
JOSEPH CLINT DUNN
Chief Compliance Officer
- CRD
- #6041235
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Kraishylea Razelle Agboaye
Operations
- CRD
- #5989822
PAULA W ALLGOOD
Partner
- CRD
- #3009745
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,247,370,330 | $681,641 |
| Non-Discretionary | $24,907,742 | $732,581 |
| Total | $2,272,278,072 | $682,161 |
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Separately Managed Accounts
SMA allocation detail is available
Beaird Harris has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Beaird Harris's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.