BHCO Capital Management Inc.

Overview

Beaird Harris operates under one enterprise name that combines Beaird Harris, PLLC with Beaird Harris Wealth Management, LLC. The firm provides tax, accounting, business advisory, financial planning, investment management, risk management, estate planning, and retirement plan services.¹²

Its tax, accounting, business consulting, and business advisory work is provided by Beaird Harris, PLLC. Wealth management, investment management, financial planning, risk management, and estate planning are provided by Beaird Harris Wealth Management, LLC.¹

The firm’s integrated tax and wealth management model allows clients to use either service separately or combine both through one enterprise.¹

History

The firm’s current investment adviser record shows SEC registration under adviser CRD 107238, approved effective May 20, 1996.³

Leadership

Steve Lugar is Managing Director. Pat Beaird and Paula Allgood are Managing Partners, and Don Harris is Co-Founder.¹

Other listed leaders include Jimmy Zimmerman, Denise Johnston, Kristen Jones, Ginnie Baker, Nathan Biggs, Jacob King, Carla Medrano, Ameerah Morsy, Jon Bryant, Genny Cordell, Chase Perry, Ron Skalberg, Clint Dunn, Matt Edrington, Deanne Wilson, Justin Watson, Matt Skinner, Tra Sullivan, and Kristy Carlton.¹

Services

Beaird Harris provides tax planning and preparation, bookkeeping, controller services, fractional CFO work, financial planning, investment management, risk management, estate planning, and retirement plan services.¹

The firm also provides outsourced accounting designed to give businesses customized financial records and planning insight.¹

Its wealth management process combines investment management, financial planning, risk management, and estate planning through the Beaird Harris WealthGuide planning process.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client Focus

Beaird Harris serves financially established individuals, families, businesses, and healthcare professionals. Its specialized industry experience includes anesthesiology, dentistry, dermatology, emergency medicine, real estate investing, restaurants and franchises, technology, veterinary medicine, and other healthcare fields.¹

Based in Dallas, the firm says it serves clients throughout Texas and beyond.¹

Approach

Beaird Harris presents an integrated model that connects tax and accounting expertise with wealth management. This structure allows the firm to coordinate investment management, financial planning, risk management, estate planning, and business advisory work according to each client’s needs.¹

FAQs

Related resources

• LocationMultifamily offices in Dallas

  The Dallas multifamily offices page gives a broader view of firms serving affluent households and business owners in the area. Reading it alongside Beaird Harris's listed investment management, tax planning, estate planning, and bill pay services can help a reader identify which needs to discuss when comparing local advisory options.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate matters. A Dallas family or business owner can use these materials to prepare questions about estate planning, administration, tax planning, and how those topics may fit with broader financial advice.

• GuideLife events that trigger a change

  The life events page outlines changes such as marriage, divorce, inheritance, business transitions, retirement, or the death of a family member. These situations may prompt a review of investments, insurance, estate documents, retirement plans, taxes, and household administration when evaluating an advisory relationship.

• GuideData privacy and security with an MFO

  The data privacy and security page explains issues to consider before sharing financial, tax, family, or business information with a multifamily office. Readers can use it to ask about safeguards, access controls, communication practices, and the handling of records connected to planning, investments, and bill pay.

• Similar firmsAcropolis Capital Partners
  BEAIRD HARRIS
  Benzer Capital

  The profiles for Acropolis Capital Partners, BEAIRD HARRIS, and Benzer Capital provide nearby comparison points within this site's coverage. Reviewing their stated focus areas can help a prospective client clarify whether priorities center on investment management, tax work, estate planning, retirement, or business and family needs.

Sources

1. Beaird Harris
2. Beaird Harris services and company information
3. SEC Investment Adviser Public Disclosure, Beaird Harris Wealth Management, LLC, CRD 107238

Claim or correct this profile

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.