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Beers Financial LLC (Columbia)


Beers Financial LLC is a large advisory firm based in Columbia. It manages $49.76 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of South Carolina.

Beers Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beers Financial: assets under management

The assets under management (AUM) of Beers Financial LLC is $49.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $483.07 thousand each.
Beers Financial has custody of $1.07 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beers Financial LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbia

The principal office where Beers Financial LLC performs its advisory services is located at 609 Sims Avenue, Columbia, SC 29205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-748-9550 or by fax 803-748-0331. The normal business hours are 8:30am to 5:30pm on Monday - Friday.


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