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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-24-2014
- Office Locations
- 3
Office Locations
About Private Advisory
Private Advisory is a wealth management and family office firm serving founders, owners, executives, and legacy builders, with a focus on pre-liquidity and liquidity-event planning. The team delivers integrated advice across investments with coordinated tax and estate support alongside partner professionals, using ETF- and public-market portfolios and fixed income, with assets custodied at Schwab.
Reported data analysis
What the numbers show
Between April 10, 2025 and June 12, 2026, reported AUM increased 62.9%, from $1.3B to $2.1B.
Across 5 reported observations, AUM increased 212.0% between August 8, 2022 and June 12, 2026, from $687.5M to $2.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 929 clients, or 77.4 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on August 18, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Private Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DOUGLAS REED BEAN
Advisor, Chief Investment Officer
- CRD
- #4541916
- Ownership
- Less than 5%
S CHRISTOPHER BEAN
Advisor, Chief Financial Officer
- CRD
- #4206985
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Parker Anderson
Associate
- CRD
- #7946470
Davis Reed Bean
Financial Analyst
- CRD
- #7975281
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,143,672,708 | $670,736 |
| Non-Discretionary | $983,695 | $46,843 |
| Total | $2,144,656,403 | $666,663 |
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Separately Managed Accounts
SMA allocation detail is available
Private Advisory has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Private Advisory's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.