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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight beaconHorizon crest +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Glacier optima
Delta focus
- CRD
- #79114
- Ownership
- 3.1%
Showing 2 of 3 owners & executives
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Kraishylea Razelle Agboaye
--
- CRD
- #5989822
PAULA W ALLGOOD
Partner
- CRD
- #3009745
Vector catalyst
Capital insight
- CRD
- #50436
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,885,904,851 | $595,298 |
| Non-Discretionary | $21,459,203 | $1,072,960 |
| Total | $1,907,364,054 | $598,295 |
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Separately Managed Accounts
Total SMA Asset: $1,907,364,054
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $365,508,967 | 38.4% |
| Equity - Exchange | $361,701,582 | 38.0% |
| Cash | $224,635,720 | 23.6% |
| Total | $951,846,269 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA TIMBER | PATHWAY TIMBER | 5D5YF468Z | FYGL | 5.30% | $28,418,895 |
| MATRIX FRONTIER BRIDGE | PATHWAY PIONEER | VWOODDDWB | UDKMU | 10.47% | $105,007,330 |
| EMBER CAPITAL | UNISON VITAL | 2EDQ2J6SE | KVUMQ | 6.00% | $49,597,953 |
| EAGLE MERIDIAN VITAL | CAPITAL EAGLE | 85LA9ZC1C | LYDW | 10.22% | $104,400,039 |
| BRIDGE UNISON SIGNAL | LEGACY FRONTIER | 46CVATKNS | UTNHF | 1.08% | $1,702,878 |
| CAPITAL HORIZON SIGNAL | SIGNAL PATHWAY | 9X5WQMLNX | TAJI | 3.19% | $90,612,811 |
| SIGNAL CREST OPTIMA | NORTH WAVE | CHPMHCGWY | TXNVK | 10.05% | $5,972,289 |
| HARBOR PATHWAY | MOMENTUM RADIAL | HTBKSPTWX | IVKE | 3.78% | $14,106,020 |