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Patrick Clark Beaird

BEAIRD HARRIS
DALLAS, TX
·CRD# 2789900·30 years experience

Professional Summary

Patrick Clark Beaird, who also goes by Pat Clark Beaird, Patrick C Beaird, is a registered financial advisor currently at BEAIRD HARRIS located in Dallas, Texas. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patrick has worked at 1 firm and has passed the Series 65 and Series 2 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pat Clark Beaird, Patrick C Beaird

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

BEAIRD HARRIS·CRD# 107238
RIA
5005 Lyndon B. Johnson Fwy Suite 1700 Suite 1700, Dallas, TX 75244
February 6, 1997 - Present

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Current Firm

BH
BEAIRD HARRIS

BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.

CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - SEC (5/20/1996 Approved)

Contact Information

Main Address

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244

Phone Number

(972) 503-1040

# of Employees

19

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,331

AUM (Assets Under Management)

$2,272,278,072

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/30/2025Cover PageReport
01/28/2025Cover PageReport
07/26/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LEGAL NAME REGISTRATION: NORTH DALLAS FIDUCIARIES ADDRESS: 5005 LBJ FWY, STE. 1700 DALLAS TEXAS 75244. YOUR POSITION: PRESIDENT APPROXIMATE # OF HOURS YOU DEVOTE: .5 PER WEEK APPROXIMATE # OF HOURS YOU DEVOTE DURING TRADING HOURS: .25 PER WEEK BRIEFLY DESCRIBE YOUR DUTIES: BILL PAYING SERVICES NAME OF BUSINESS: BEAIRD HARRIS, PLLC, INVESTMENT-RELATED: NO, ADDRESS: 5005 LYNDON B. JOHNSON FWY, SUITE 1700 DALLAS, TX, USA, 75244, NATURE OF BUSINESS: TAX CONSULTING, POSITION: PRESIDENT, START DATE: 1987, HOURS PER MONTH: 50% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING Mr. Beaird, in his individual capacity, is a shareholder (less than 1%) and Board member of Savant Capital Management ("Savant"), an SEC registered investment adviser. Both the Adviser and Savant are members of the same study group, Zero Alpha Group. Other than Mr. Beaird's personal association with Savant, the Adviser does not, in any manner whatsoever, have any business relationship with Savant relative to the Adviser's investment advisory operations. Mr. Beaird spends no more than 5% of his time in this capacity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BEAIRD HARRIS

BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.

CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - SEC (5/20/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(2/6/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1996About the Series 65 exam

Series 2 — Non-Member General Securities Examination

Passed Aug 1996

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick Clark Beaird's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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