Beaird Harris Wealth Management, Inc.

Beaird Harris Wealth Management, Inc. is a RIA based in Dallas, TX with $398M in AUM and with 7 advisors nationwide. Patrick C Beaird is the majority owner of the firm and has been in this role with the firm since 1996.

Advisors (7)

Name	Start Date
Donald Blake Harris	Jul 1996
Jacob Burk King	May 2008
Justin Darrel Watson	Nov 2011
Patrick C Beaird	Feb 1997
Paula W Allgood	Feb 1999

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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$397.6M

Total Assets

211

Accounts

$1.9M

Estimated Average Account Balance

*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

Patrick C Beaird (75% or more)
Donald Blake Harris (10% to 25%)
Steven Mark Lugar (10% to 25%)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Donald Blake Harris	Vice President	05/01/1996
Steven Mark Lugar	Chief Operating Officer, Chief Compliance Officer	06/01/2000
Patrick C Beaird	President, Chief Financial Officer	05/01/1996

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	12221 Merit Dr Dallas , TX 75251
Phone Number:	972-503-1040

Firm Compensation Arrangements

Types of Compensation Arrangements

Percentage of Assets
Hourly Charges
Fixed Fees

Key Information

Type:	Investment Adviser Firm
HQ:	Dallas, TX
Employees:	About 10
Total Assets:	$397.6M
Website:	Beaird Harris Wealth Management, Inc.

Client Types

	High Net Worth Individuals	55%
	Pension and Profit Sharing Plans	20%
	Individuals	15%
	Other	10%

*The Client Types data displayed has been entered by the firm and has not been verified.

Professional Designations

No professional designations listed.

Membership Associations

Centre for Fiduciary Excellence

CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.

The Investment Fiduciary Leadership Council

IFLC is a not for profit community of executives that oversee pension plans, charitable foundations, or manage businesses that provide services to them. IFLC offers a way for members to interact with their peers, to increase their competency as fiduciaries, and to build confidence in the methods they use to prudently management investment decisions they make about other people's money.

State Registrations

Beaird Harris Wealth Management, Inc. is registered in the following states: CA, LA and TX

Firm Services

	Portfolio Management	80%
	Individuals and/or Small Businesses
	Businesses or Institutional Clients
	Pension Consulting	20%
	401k
	Defined Benefit