Firm profile

BEACON HARBOR WEALTH ADVISORS

VIRGINIA BEACH, VACRD 300243Latest ADV February 19, 2026

Beacon Harbor Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated February 19, 2026, reports $608M in regulatory assets under management, 8 employees, and 1,529 accounts.

Assets Under Management
$608M
Employees
8
Offices
--
Total Clients
572
Primary office
VIRGINIA BEACH, VA
440 VIKING DRIVE, SUITE 200, VIRGINIA BEACH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOGeorge G. Macdonald
CEOJeremy W. Ingram
CCOJeremy W. Ingram

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
392
2
HNWI
31.5%
180
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$608Mas of February 19, 2026
Discretionary100.0%
$608M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$608M
Total Accounts1,529
10Y AUM Change+$608M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee72:1
10Y Employee Change+3 (+60.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.