SourcingSourcing

BEERS KIGHT FINANCIAL ADVISORS, LLC

C48
CRD 160286·SEC 801-73105·COLUMBIA, SC
AUM
$179.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$538K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD
160286
SEC file #
801-73105
EIN
—
DBA names
—

Economics

AUM
$179.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$143.0M → $179.4M▲ +25%
Client mix
Individuals High Net Worth100

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
COLUMBIA SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEERS FINANCIAL LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BEERS FINANCIAL LLC
MCGREGOR FINANCIAL ADVISORS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1499
Soi Zip Pct 200k Plus
0.0469
Soi Zip Returns 200k Plus
360
Soi Zip Total AGI
518,419
Fdic Zip Total Deposits
8,011,970,000
Fdic Zip Branch Count
291
Fdic Zip Top Banks
Wachovia Bank, National Association
First Citizens Bank and Trust Company, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationColumbia, SC
NationsBank of South Carolina, National AssociationForest Acres, SC
Fdic Zip HHI
562.08
Fdic Zip Top Bank Share Pct
10.72
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,714
Returns2,790
Stub 2
AGI76,241
Returns2,100
Stub 3
AGI63,285
Returns1,050
Soi Zip Total Business Income
15,499
Soi Zip Total Cap Gains
24,004
Soi Zip Total Dividends
14,526
Soi Zip Total Returns
7,670
Top Owner CRD
135846
Trust Company Affiliate
No

People (4)

4
BEERS FINANCIAL LLC
Direct Owner · 62.5%
135846
MCGREGOR FINANCIAL ADVISORS, LLC
Direct Owner · 37.5%
130324
BEERS, VAL, HAIN
IAR · Executive Officer · 2.5%
2406945
BARRY TISON KIGHT
Executive Officer · 2.5%
2982398