$102.8M Total AUM
$90.4M Disc. AUM
-- 3Y CAGR
3 Employees
43 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 03-29-2002
- Office Locations
- 1
Office Locations
1802 Bayberry Court Suite 305 Richmond VA
About Beale Healy Investment Advisors INC
Beale Healy Investment Advisors INC is a Richmond-based RIA. The firm has been operating for 24 years. Managing $102.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$34.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
24.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
Element
Investment Themes
Radial delta Bridge capital
Investment Vehicles
Beacon
Platform
Quantum summit
Services
Peak Timber North Capital summit
Technology
Harbor
Owner & Executives
R
RICHARD LEE BEALE IV
MANAGING DIRECTOR, VICE PRESIDENT
- CRD
- #718277
- Ownership
- 50% but less than 75%
(422) 628-5334
momentum.meridian@harborcapital.com
in linkedin.com/in/summit-atlas
A
ANN M HEALY
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #874683
- Ownership
- 50% but less than 75%
(837) 425-6416
catalyst.insight@radialcapital.com
in linkedin.com/in/zenith-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,400,352 | $333,123 |
| Non-Discretionary | $12,425,874 | $575,649 |
| Total | $102,826,226 | $391,392 |
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Separately Managed Accounts
Total SMA Asset: $102,826,226
Equity - Exchange:
27.8% Public Funds:
38.2% Cash:
34.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,398,750,925 | 27.8% |
| Public Funds | $1,922,024,652 | 38.2% |
| Cash | $1,710,702,570 | 34.0% |
| Total | $5,031,478,147 | 100.0% |