Beacon Harbor Wealth Advisors, Inc.
- Regulatory AUM
- $608M
- Discretionary
- $608M
- Clients
- 572
- Avg AUM / client
- $1.1M
- Accounts
- 1,529
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $124M | 20.3% |
| High net worth individuals | 180 | $458M | 75.2% |
| Charitable organizations | Fewer than 5 clients | $4.3M | 0.71% |
| Corporations and other businesses | Fewer than 5 clients | $22.5M | 3.71% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Marine Hydraulics International 401 (K) Plan Marine Hydraulics International, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Gardes Macdonald | Co President And Ceo | Dec 2018 (8y) | 50% – 75% | |
| Jeremy Wayne Ingram | Co President, Ceo, Cio And Cco | CFA | Dec 2018 (8y) | 50% – 75% |
| Roy Aldon Runyon | Managing Director And Senior Wealth Advisor | Jan 2024 (3y) | Less than 5% | |
| Maury Andrew Stone | Registered representative | May 2019 (7y) | ||
| Connor Alexander Parker | Registered representative | Sep 2024 (2y) | ||
| Connor Van Harris | Registered representative | Jun 2025 (1y) | ||
| George Gardes Macdonald | Registered representative | Jun 2026 (0y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Marine Hydraulics International 401 (K) Plan | Marine Hydraulics International, Llc | 666 | $33.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.03 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $463M (76% of AUM) Jul 2026
- Charles Schwab & Co. $142M (23% 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 09, 2026.
View current Form ADV (SEC/IAPD) ↗