Investment adviser · CRD 300243

BEACON HARBOR WEALTH ADVISORS

Investment adviser filing (IA)

BEACON HARBOR WEALTH ADVISORS, INC.

VIRGINIA BEACH, VA, United States · Form ADV filed Jul 9, 2026

Regulatory AUM
$608M
Form ADV · Item 5.F
Client accounts
1,529
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals180$457,728,72375.2%
Individuals392$123,678,83220.3%
Corporations & businessesFewer than 5$22,547,1773.7%
CharitiesFewer than 5$4,349,2810.7%
Filing source

Form ADV 2118656 · Jul 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

440 VIKING DRIVE, SUITE 200
VIRGINIA BEACH, VA, 23452, United States

CRD 300243

Filing source

Form ADV 2118656 · Jul 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.