Beaird Harris Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Views: 52 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Beaird Harris, registered in 1996, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 15 advisors. Beaird Harris manages $1.2 billion and provides investment advisory services for 649 clients (1:44 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 16
Minimum Investment $500,000
Average Client Balance $1,799,955
Total AUM $1.2 billion
Advisor / Client Ratio 1:44
Headquarters Dallas, TX
SEC Filings View SEC IAPD CRD #107238
State(s) Registered CA, CO, FL, GA, LA, NH, NM, OK, TX

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.