$23.0M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
2 Employees
172 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-02-2003
- Office Locations
- 1
Office Locations
596 Byars Dr. Macon GA
About Beall Financial Planning, Inc.
Beall Financial Planning, Inc. is a Macon-based RIA. The firm has been operating for 23 years. Managing $23.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
49 AVG AGE
$11.5M AVG AUM / ADVISOR
$134.0K AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Asset Classes
Prime legacy Ridge horizon Beacon Vital wave
Client Personas
Radial vital
Investment Themes
Focus Insight Oak
Investment Vehicles
Glacier Harbor
Services
Oak Matrix Summit matrix Foundation Atlas catalyst Catalyst summit Value unison
Owner & Executives
JAMES GENTRY BEALL
Owner, President
- CRD
- #2823957
- Ownership
- 75% or more
(922) 961-5242
value.alpha@signalcapital.com
in linkedin.com/in/pathway-harbor
COLLEEN MARIE GIFFIN
VICE PRESIDENT
- CRD
- #4649420
- Ownership
- 5% but less than 10%
(722) 257-4105
frontier.glacier@optimacapital.com
in linkedin.com/in/fusion-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,772,252 | -- |
| Non-Discretionary | $15,267,169 | -- |
| Total | $23,039,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,039,421
Equity - Exchange:
20.1% U.S. Government/Agency:
18.2% Cash:
24.8% Corporate - Investment Grade:
27.6% Other:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,276,079,770 | 20.1% |
| U.S. Government/Agency | $1,155,455,314 | 18.2% |
| Cash | $1,574,466,582 | 24.8% |
| Corporate - Investment Grade | $1,752,228,938 | 27.6% |
| Other | $590,424,967 | 9.3% |
| Total | $6,348,655,571 | 100.0% |