# Beale Healy Investment Advisors

Beale Healy Investment Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 110969
- **SEC file number:** 801-19563
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110969

## About

Beale Healy Investment Advisors Inc is an SEC-registered investment adviser in Richmond, VA. The firm manages $103 million in assets, $90 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## People

- G. Cabell Williams III — President

## Questions

### What is Beale Healy's core investment approach?

Beale Healy focuses on direct fixed-income portfolio management, constructing bespoke bond portfolios for private clients and institutions. The firm emphasizes fundamental credit research, evaluating individual municipal and corporate bond issues rather than using passive index strategies. This approach requires deep analysis of issuer creditworthiness, covenant protections, and structural features.

### Does Beale Healy manage commingled funds or only separate accounts?

The firm primarily delivers its strategy through separately managed accounts, where each client owns their specific bonds directly. This structure allows for customization around tax situations, income needs, and credit preferences. Beale Healy does not appear to operate large commingled mutual funds or ETFs as its primary vehicle.

### Which fixed-income sectors does Beale Healy cover?

Beale Healy's expertise spans both the municipal and corporate bond markets, including investment-grade and high-yield segments. The firm applies the same credit-intensive methodology across tax-exempt municipals and taxable corporate issues. This dual coverage allows for relative-value analysis between the two markets when constructing client portfolios.

### Who is responsible for investment decisions at Beale Healy?

G. Cabell Williams III serves as President and is the central figure in the firm's investment process. Beale Healy operates with a deliberately small team, keeping portfolio decisions centralized rather than diffused across large committees. This structure creates clear accountability but also concentrates key-person risk.

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Last updated: 2026-06-03T20:00:00.000Z

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