PB
Patrick C. Beaird
BEAIRD HARRIS
DALLAS, TX 75251
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CRD#: 2789900
PB
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pat Clark Beaird | Patrick C Beaird
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: 12221 MERIT DRIVE, STE 750 DALLAS TEXAS 75251 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 & CO. PC, INVESTMENT-RELATED: NO, ADDRESS: 12221 MERIT DR STE 750 DALLAS TX 75251, 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.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Clark Beaird's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 6, 1997 - Present
BEAIRD HARRIS
Office #1: 12221 Merit Drive Suite 750, Dallas, TX 75251RIA
CRD#: 107238
DALLAS, TX
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 - (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.Highlighted states indicate IAR registrations
IAR
Texas(2/6/1997)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 8/9/1996
Non-Member General Securities ExaminationCurrent 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 - (5/20/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244
Mailing Address
Phone number
(972) 503-1040
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,188 |
| AUM (Assets Under Management) | $ 1,907,364,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/28/2025 | ||
| 07/26/2023 |
Red Flags
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Company Information
BEAIRD HARRIS
CRD#: 107238Dallas, TX 75251TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
