Realized Financal, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Aug 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $0 | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beaird, John B. | Manager | Jan 2004 (23y) | 25% – 50% of Beaird Operating Companies Llc (indirect) | |
| Beaird, Susan Lynn | Manager | Jan 2004 (23y) | 25% – 50% of Beaird Operating Companies Llc (indirect) | |
| Seawell, Marjorie Beaird | Manager | Jan 2004 (23y) | 25% – 50% of Beaird Operating Companies Llc (indirect) | |
| Gabriel Felder Thornhill | Chief Compliance Officer, President, Finop | CFA | Jun 2005 (21y) | 10% – 25% |
| Gabriel O Medina | Registered representative | Feb 2022 (4y) | ||
| Mckenna Rose Duncan | Registered representative | Feb 2022 (4y) | ||
| Amr Tenney | Registered representative | Oct 2022 (4y) | ||
| Brianna Nicole Armstrong | Registered representative | Jul 2024 (2y) | ||
| Scott Allen Spencer | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Morr Boc, Llc | Shareholder | Dec 2013 | A | 75% or more |
| Austin Trust Company | Stockholder | Mar 1990 | A | 10% – 25% |
| Beaird Operating Companies | Member | Jun 2013 | B | ≈ 56.25% – 100% via Morr Boc, Llc |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Beaird Operating Companies: 75% – 100% of Morr Boc, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/29/2025 | 1.08 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
- • Other fees
- • FINANCIAL PLANNING FEES AND REALLOWANCES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 29, 2025.
View current Form ADV (SEC/IAPD) ↗