Beers Kight Financial Advisors, Llc
- Regulatory AUM
- $179M
- Discretionary
- $179M
- Clients
- 100
- Avg AUM / client
- $1.8M
- Accounts
- 264
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 100 | $179M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kight, Barry, Tison | Co Manager | May 2000 (26y) | ≈ 14.06% – 50% via Barry T. Kight, Llc | |
| Val Hain Beers | Co Manager And Chief Compliance Officer | CFP | Mar 2002 (24y) | 75% or more of Beers Financial, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beers Financial Llc | Member | Dec 2011 | A | 50% – 75% |
| Mcgregor Financial Advisors, Llc | Member | Dec 2011 | A | 25% – 50% |
| Barry T. Kight, Llc | Member | May 2000 | B | ≈ 18.75% – 50% via Mcgregor Financial Advisors, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kight, Barry, Tison: 75% – 100% of Barry T. Kight, Llc × 75% – 100% of Mcgregor Financial Advisors, Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Barry T. Kight, Llc: 75% – 100% of Mcgregor Financial Advisors, Llc × 25% – 50% direct ≈ 18.75% – 50% 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) | 03/27/2026 | 983 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $177M (99% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗