← Tributary

BEAIRD HARRIS

DALLAS, TX · CRD 107238 · IAPD ↗ · 972-503-1040

$2.27BRegulatory AUM
13Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BEAIRD HARRIS now reports custody of client assets ($266.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
January 2026 — BEAIRD HARRIS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — BEAIRD HARRIS notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
October 2024 — BEAIRD HARRIS notice-filed in AR, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.