Beaird Harris Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 107238
· SEC file 801-51938
· Dallas, TX
· www.instagram.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.2B
- Clients
- 800
- Avg AUM / client
- $2.8M
- Accounts
- 3,331
- Employees
- 19
AUM over time
$398M
$2.3B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 296 | $149M | 6.55% |
| High net worth individuals | 497 | $2.0B | 89.5% |
| Pension and profit sharing plans | 7 | $44.6M | 1.96% |
| Charitable organizations | Fewer than 5 clients | $26.8M | 1.18% |
| Corporations and other businesses | Fewer than 5 clients | $18.8M | 0.83% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| North Texas Village Health Partners, Pa 401(k) Plan North Texas Village Health Partners, Pa | 2024 | |
| Hilltop Holdings Inc. 401(k) Plan Hilltop Holdings Inc. | 2024 | |
| Catalyst Health Group Holdings 401(k) Plan Catalyst Health Group Holdings, Llc | 2024 | |
| Southern Methodist University Retirement Plan Southern Methodist University | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Blake Harris | Vice President | May 1996 (30y) | ≈ 3.75% – 10% via Harris Advisory Services Pllc | |
| Patrick Clark Beaird | Managing Partner | Personal Financial Specialist | May 1996 (30y) | ≈ 18.75% – 50% via Beaird Advisory Services Pc |
| Steven Mark Lugar | Managing Director, Vice President | CFP | Jun 2000 (26y) | ≈ 3.75% – 10% via Lugar Advisory Services, Llc |
| Jacob Burk King | Member | CFP | May 2008 (18y) | ≈ 3.75% – 10% via Massie Financial Services, Llc |
| Joseph Clint Dunn | Chief Compliance Officer | CFP | Mar 2012 (14y) | Less than 5% |
| James Edward Zimmerman | Member | CFP | Apr 2015 (11y) | ≈ 7.5% – 25% via Storehouse 28, Llc |
| James E. Sullivan | Member | CFP CFA | Mar 2017 (9y) | ≈ 3.75% – 10% via T.W. Mapps, Llc |
| Chase Anthony Perry | Member | CFP | Oct 2020 (6y) | ≈ 3.75% – 10% via Blessed Proverbs 3, Llc |
| Ronald J Skalberg | Registered representative | Feb 1997 (29y) | ||
| Paula W Allgood | Registered representative | Feb 1999 (27y) | ||
| Justin Darrel Watson | Registered representative | CFP Personal Financial Specialist | Nov 2011 (15y) | |
| Stuart Taylor Herzog | Registered representative | Mar 2014 (12y) | ||
| James Austin Simmons | Registered representative | Apr 2014 (12y) | ||
| Virginia F Baker | Registered representative | CFP | Dec 2015 (11y) | |
| Kevin Michael Lindley | Registered representative | Nov 2018 (8y) | ||
| Kelly Ann Snider | Registered representative | Aug 2021 (5y) | ||
| Tai Tan Chu | Registered representative | CFP | Apr 2023 (3y) | |
| Kraishylea Razelle Agboaye | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beaird Advisory Services Pc | Member | Jan 2021 | A | 25% – 50% |
| Storehouse 28, Llc | Member | Jan 2021 | A | 10% – 25% |
| Lugar Advisory Services, Llc | Member | Jan 2021 | A | 5% – 10% |
| Harris Advisory Services Pllc | Member | Jan 2021 | A | 5% – 10% |
| Massie Financial Services, Llc | Member | Jan 2021 | A | 5% – 10% |
| Blessed Proverbs 3, Llc | Member | Aug 2021 | A | 5% – 10% |
| T.W. Mapps, Llc | Member | Dec 2019 | A | 5% – 10% |
| Beaird Harris, Pllc | Member | Aug 2021 | A | 5% – 10% |
| Beaird Accounting Services, Pllc | Member | Feb 2021 | B | ≈ 3.75% – 10% via Beaird Harris, Pllc |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Donald Blake Harris: 75% – 100% of Harris Advisory Services Pllc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Patrick Clark Beaird: 75% – 100% of Beaird Advisory Services Pc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Steven Mark Lugar: 75% – 100% of Lugar Advisory Services, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Jacob Burk King: 75% – 100% of Massie Financial Services, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- James Edward Zimmerman: 75% – 100% of Storehouse 28, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- James E. Sullivan: 75% – 100% of T.W. Mapps, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Chase Anthony Perry: 75% – 100% of Blessed Proverbs 3, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Beaird Accounting Services, Pllc: 75% – 100% of Beaird Harris, Pllc × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| North Texas Village Health Partners, Pa 401(k) Plan | North Texas Village Health Partners, Pa | 0 | $0 | 01/01/2024 |
| Hilltop Holdings Inc. 401(k) Plan | Hilltop Holdings Inc. | 3,609 | $810M | 01/01/2024 |
| Catalyst Health Group Holdings 401(k) Plan | Catalyst Health Group Holdings, Llc | 0 | $0 | 01/01/2024 |
| Southern Methodist University Retirement Plan | Southern Methodist University | 2,417 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.26 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/31/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (60% of AUM) Jul 2026
- National Financial Services (Fidelity) $802M (35% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗