BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD #160286 SEC #801-73105 COLUMBIA, SC 803-787-0003
SEC Registered
Total AUM
$180.8M
Discretionary
$180.8M
Employees
2
Clients
25
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.8M | $180.8M | $0 | 2 | 100 |
| May 2024 | $172.3M | $172.3M | $0 | 2 | 100 |
| Mar 2024 | $172.3M | $172.3M | $0 | 2 | 100 |
| Mar 2023 | $160.6M | $160.6M | $0 | 2 | 100 |
| Mar 2022 | $176.4M | $176.4M | $0 | 2 | 100 |
| Mar 2021 | $152.1M | $152.1M | $0 | 2 | 100 |
| Jun 2020 | $151.8M | $151.8M | $0 | 2 | 110 |
| Mar 2020 | $151.8M | $151.8M | $0 | 2 | 110 |
| Mar 2019 | $143M | $143M | $0 | 2 | 110 |
| Mar 2018 | $155.7M | $155.7M | $0 | 2 | 114 |
| Mar 2017 | $139.9M | $139.9M | $0 | 2 | 200 |
| Mar 2016 | $125.6M | $125.6M | $0 | 2 | 200 |
| Mar 2015 | $138.7M | $138.7M | $0 | 2 | 200 |
| Mar 2014 | $139.2M | $139.2M | $0 | 2 | 200 |
| Apr 2013 | $129.5M | $129.5M | $0 | 2 | 149 |
| Feb 2012 | $115.4M | $115.4M | $0 | -- | 149 |
| Jan 2012 | $115.4M | $115.4M | $0 | -- | 149 |
DateMar 2025
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees2
Clients100
DateMay 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2023
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees2
Clients100
DateMar 2022
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees2
Clients100
DateMar 2021
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees2
Clients100
DateJun 2020
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees2
Clients110
DateMar 2020
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees2
Clients110
DateMar 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees2
Clients110
DateMar 2018
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees2
Clients114
DateMar 2017
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees2
Clients200
DateApr 2013
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees2
Clients149
DateFeb 2012
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees--
Clients149
DateJan 2012
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees--
Clients149