{ "crd_number": 160286, "slug": "beers-kight-financial-advisors-llc-columbia-sc-160286", "primary_business_name": "BEERS KIGHT FINANCIAL ADVISORS, LLC", "legal_name": "BEERS KIGHT FINANCIAL ADVISORS, LLC", "dbas": [], "city": "Columbia", "state": "SC", "country": "United States", "cbsa_code": "17900", "metro": { "cbsa_code": "17900", "common_name": "Columbia", "msa_name": "Columbia, SC", "path": "/advisors/sc/columbia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-01-01", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 179396623.0, "raum_discretionary": 179396623.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 179396623.0, "count": 100 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "SC" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160286", "city_as_filed": "COLUMBIA", "url": "https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286", "display_name": "Beers Kight Financial Advisors, LLC", "summary": "Beers Kight Financial Advisors, LLC is an SEC-registered investment advisory firm in Columbia, SC, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Beers Kight Financial Advisors, LLC (CRD 160286): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services" ], "quick_answers": [ { "q": "How is Beers Kight Financial Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Beers Kight Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Beers Kight Financial Advisors, LLC located?", "a": "Beers Kight Financial Advisors, LLC's principal office is in Columbia, SC, according to its Form ADV." }, { "q": "Is Beers Kight Financial Advisors, LLC registered with the SEC or a state?", "a": "Beers Kight Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160286." }, { "q": "How much does Beers Kight Financial Advisors, LLC manage?", "a": "Beers Kight Financial Advisors, LLC reports $179,396,623 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Beers Kight Financial Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Beers Kight Financial Advisors, LLC: Regulatory assets under management: $152,071,930 in the October 2021 data and $179,396,623 in the October 2026 data, up 18%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Beers Kight Financial Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (100)." }, { "q": "Which custodians does Beers Kight Financial Advisors, LLC use?", "a": "Beers Kight Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Company Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Beers Kight Financial Advisors, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160286" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 152071930.0, "total_employees": 2, "filing_date": "2021-03-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 176351200.0, "total_employees": 2, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 160638241.0, "total_employees": 2, "filing_date": "2023-03-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 172288500.0, "total_employees": 2, "filing_date": "2024-05-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 180754966.0, "total_employees": 2, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 179396623.0, "total_employees": 2, "filing_date": "2026-03-27" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab and Company Inc.", "name_as_filed": "CHARLES SCHWAB AND COMPANY INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 100, "fewer_than_5": false, "raum": 179396623.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160286", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }