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Beaird Harris Wealth Management
Multifamily office listing in Dallas, Texas, United States.
- SEC-registered
- Regulatory AUM
- $2.3 billion
- Employees
- 19
- Clients
- More than 500
- SEC CRD
- 107238
Beaird Harris is a Dallas-based SEC-registered investment adviser serving individuals and their trusts and estates.2
Overview
Beaird Harris Wealth Management, LLC is registered with the Securities and Exchange Commission as an investment adviser.2 The firm provides discretionary investment management and financial planning to retail investors, generally individuals and their trusts and estates.2 Its listed office is in Dallas, United States.2
History
Pat Beaird and Don Harris joined forces in 1988 to create the CPA firm that became Beaird Harris.3 Beaird Harris Wealth Management, LLC was created in 1996.3 The firm relocated to its Dallas office on December 15, 2023.7
Timeline
- 1988Pat Beaird and Don Harris joined forces in 1988 to create the CPA firm that became Beaird Harris.
- 1996Beaird Harris Wealth Management, LLC was created in 1996.
- 2023The firm relocated to its Dallas office on December 15, 2023.
Leadership
Pat Beaird is Managing Partner and Co-Founder, while Don Harris is Partner and Co-Founder.4 Steve Lugar is Partner and Managing Director.4 Clint Dunn is Partner and Compliance Officer.4 Ginnie Baker, Tai Chu, Jacob King, Chase Perry, Tra Sullivan and Jimmy Zimmerman are listed as Partners and Wealth Managers.45
Services
The WealthGuideSM process integrates investment management, financial planning, risk management and estate planning.4 Financial-planning services include retirement feasibility analysis, cash-flow modeling, Social Security optimization, Medicare planning, required minimum distributions, pension maximization and education planning.4 Investment-management services include asset allocation, asset location, evidence-based investing, globally diversified portfolios, structured asset-class portfolios, low-cost and tax-efficient strategies, risk-return analysis, concentrated-position analysis and stock-option analysis.4
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Risk and insurance
- Retirement planning
Client focus
The firm serves retail investors, generally individuals and their trusts and estates.2 Clients typically need an investment portfolio of at least $1,000,000, with exceptions for the Young Professionals and New Doctor Programs.6
Investment philosophy and approach
The firm says its strategies use asset allocation and modern portfolio theory.2 It predominantly uses mutual funds and exchange-traded funds.2 Its service philosophy is team-based, giving clients access to the whole advisor team.4 The firm says it is compensated solely by clients, without commissions or finder’s fees.5 Investment-management fees are based on a percentage of assets under management and are typically deducted quarterly in advance.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $787 million | $743 million | $44 million |
| 2017 | $924 million | $866 million | $58 million |
| 2018 | $1.0 billion | $971 million | $57 million |
| 2019 | $1.1 billion | $987 million | $85 million |
| 2020 | $1.2 billion | $1.1 billion | $99 million |
| 2021 | $1.3 billion | $1.1 billion | $126 million |
| 2022 | $1.5 billion | $1.4 billion | $121 million |
| 2023 | $1.4 billion | $1.4 billion | $19 million |
| 2025 | $1.9 billion | $1.9 billion | $21 million |
| 2026 | $2.3 billion | $2.2 billion | $25 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $2 million |
| 2019 | $2 million |
| 2020 | $2 million |
| 2021 | $2 million |
| 2022 | $2 million |
| 2023 | $2 million |
| 2025 | $2 million |
| 2026 | $3 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 296 |
| High net worth individuals | 497 |
| Pension plans | 7 |
| Year | Employees |
|---|---|
| 2016 | 13 |
| 2017 | 16 |
| 2018 | 16 |
| 2019 | 16 |
| 2020 | 17 |
| 2021 | 17 |
| 2022 | 18 |
| 2023 | 19 |
| 2025 | 22 |
| 2026 | 19 |
Ranks #5 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 107238. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
When was Beaird Harris Wealth Management, LLC created?
It was created in 1996.3
What services does the WealthGuideSM process combine?
It combines investment management, financial planning, risk management and estate planning.4
What minimum portfolio does the firm typically require?
Clients typically need at least $1,000,000, subject to stated program exceptions.6
Related resources
- LocationMultifamily offices in Dallas
A directory of multifamily offices in Dallas helps a family or business owner compare local firms by focus, services, and client fit. It provides regional context for evaluating investment management, financial planning, tax planning, estate planning, insurance, and retirement needs in one advisory relationship.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate matters. These resources can help Dallas families and business owners prepare questions about estate planning and understand how those concerns may connect with investment management, tax planning, and care for trusts and estates.
- GuideHow to choose a multifamily office
This guide outlines factors to review when choosing a multifamily office, including services, investment approach, fees, communication, and client eligibility. A reader considering Beaird Harris can use those criteria to assess fit for personal wealth, business interests, trusts, estates, and long term planning.
- GuideQuestions to ask a multifamily office
A question checklist helps a prospective client structure an introductory conversation with a multifamily office. Dallas families and business owners can ask about investment management, financial planning, tax and estate coordination, insurance, retirement planning, reporting, and how advice applies to trusts or estates.
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Badii Group Private Wealth ManagementComparing Acropolis Capital Partners, Beaird Harris, and Badii Group Private Wealth Management gives a reader additional firms to review on the site. Looking across their stated services, locations, and client types can help a family or business owner frame follow up questions for firms serving complex personal and financial needs.
Sources
- SEC Form ADV, accessed July 20, 2026:
- SEC Form CRS, accessed March 26, 2026:
- Beaird Harris, “Our Story,” accessed October 23, 2026:
- Beaird Harris, “Wealth Management,” accessed October 23, 2026:
- Beaird Harris, “Advisor Meeting,” accessed October 23, 2026:
- Beaird Harris, “Introductory Call,” accessed October 23, 2026:
- Beaird Harris, relocation announcement, accessed November 9, 2023:
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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