# Beers Kight Financial Advisors, LLC

> 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.

- CRD: 160286
- Filed as: BEERS KIGHT FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160286
- AdvisorCensus page: https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286

## Quick answers

**How is Beers Kight Financial Advisors, LLC compensated?**
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).

**Where is Beers Kight Financial Advisors, LLC located?**
Beers Kight Financial Advisors, LLC's principal office is in Columbia, SC, according to its Form ADV.

**Is Beers Kight Financial Advisors, LLC registered with the SEC or a state?**
Beers Kight Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160286.

**How much does Beers Kight Financial Advisors, LLC manage?**
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).

**How have Beers Kight Financial Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Beers Kight Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (100).

**Which custodians does Beers Kight Financial Advisors, LLC use?**
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.

**Does Beers Kight Financial Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab and Company Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $179,396,623
- Discretionary: $179,396,623
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 100 | $179,396,623 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,071,930 | 2 | March 26, 2021 |
| October 2022 | $176,351,200 | 2 | March 29, 2022 |
| October 2023 | $160,638,241 | 2 | March 28, 2023 |
| October 2024 | $172,288,500 | 2 | May 24, 2024 |
| October 2025 | $180,754,966 | 2 | March 26, 2025 |
| October 2026 | $179,396,623 | 2 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beers Kight Financial Advisors, LLC (CRD 160286): Form ADV filing data as of October 2026.