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BEERS KIGHT FINANCIAL ADVISORS, LLC

COLUMBIA, SC · CRD 160286 · IAPD ↗ · 803-787-0003

$179.4MRegulatory AUM
2Advisory reps
2Employees
100Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2024 — BEERS KIGHT FINANCIAL ADVISORS, LLC now reports custody of client assets ($26.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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