AdFi
BH

Beaird Harris

SEC Registered
Dallas, TX972-503-1040
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
3331

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Patrick C Beaird
PRESIDENT, CHIEF FINANCIAL OFFICER
Donald Blake Harris
VICE PRESIDENT
Steven Mark Lugar
CHIEF OPERATING OFFICER

Office locations

1 office in 1 state
TX
DallasHQ

Advisors at this firm

18 advisors in the directory

Steven Mark Lugar
Investment Adviser Representative
Investment Adviser Representative
Donald Blake Harris
Investment Adviser Representative
Investment Adviser Representative
James Austin Simmons Jr
Investment Adviser Representative
Investment Adviser Representative
Ronald J Skalberg
Investment Adviser Representative
Investment Adviser Representative
Patrick Clark Beaird
Investment Adviser Representative
Investment Adviser Representative
Paula W Allgood
Investment Adviser Representative
Investment Adviser Representative
James Edward Zimmerman
Investment Adviser Representative
Investment Adviser Representative
James E. Sullivan
Investment Adviser Representative
Investment Adviser Representative
Justin Darrel Watson
Investment Adviser Representative
Investment Adviser Representative
Tai Tan Chu
Investment Adviser Representative
Investment Adviser Representative
Jacob Burk King
Investment Adviser Representative
Investment Adviser Representative
Chase Anthony Perry
Investment Adviser Representative
Investment Adviser Representative
Kelly Ann Snider
Investment Adviser Representative
Investment Adviser Representative
Kraishylea Razelle Agboaye
Investment Adviser Representative
Investment Adviser Representative
Joseph Clint Dunn
Investment Adviser Representative
Investment Adviser Representative
Stuart Taylor Herzog
Investment Adviser Representative
Investment Adviser Representative
Virginia F Baker
Investment Adviser Representative
Investment Adviser Representative
Kevin Michael Lindley
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#107238
SEC Number
801-51938
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of July 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beaird Harris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Beaird Harris in Dallas, TX - Fees, Services & Advisors