B
$179.4M Total AUM
$179.4M Disc. AUM
3.9% 3Y CAGR
2 Employees
200 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2011
- Office Locations
- 2
Office Locations
3830 Forest Drive Columbia SC
609 Sims AVE Suite 203 Columbia SC
About Beers Kight Financial Advisors, LLC
Beers Kight Financial Advisors, LLC is a Columbia-based RIA with 2 offices. The firm has been operating for 14 years. Managing $179.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$89.7M AVG AUM / ADVISOR
$897.0K AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
VAL HAIN BEERS
Chief Compliance Officer
- CRD
- #2406945
- Ownership
- Less than 5%
Available
Available
Available
B
BARRY TISON KIGHT
Managing Member
- CRD
- #2982398
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,396,623 | $679,533 |
| Non-Discretionary | $0 | -- |
| Total | $179,396,623 | $679,533 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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