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Beers Kight Financial Advisors
Beers Kight Financial Advisors was founded by Victor Beers and Lyman Kight, both of whom retain leadership roles today.
Beers Kight Financial Advisors
Beers Kight Financial Advisors was founded by Victor Beers and Lyman Kight, both of whom retain leadership roles today. The firm positions itself as a fee-only fiduciary, a structure that avoids conflicts of interest tied to commission-based advice. Wealth management and financial planning form the core offering, supplemented by tax strategy and estate planning services. The firm's investment approach emphasizes customized asset allocation across equities, fixed income, alternative investments, and cash equivalents. Beers Kight advises clients on a range of asset classes including ETFs, mutual funds, and separately managed accounts. Its client base is primarily concentrated in the Mid-Atlantic region of the United States, particularly Virginia, Maryland, and Washington, D.C. While the firm does not publicly disclose AUM or team size, it operates as a boutique practice. Its fee structure is transparent — typically a percentage of assets under management. The firm has not reported any recent operational events or fund launches in public records. Beers Kight's structural differentiator lies in its independence as a wholly independent RIA with no parent company or brokerage affiliation. This allows the firm to offer conflict-free advice and compete with larger wealth managers on personalized service. Its client focus is on generational wealth preservation rather than speculative growth.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Principals
Victor Beers
President
Lyman Kight
Senior Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Beers Kight Financial Advisors?
Victor Beers serves as President and leads investment strategy and portfolio management. Lyman Kight holds the role of Senior Vice President and contributes to client advisory and financial planning. Investment decisions are ultimately made by a committee structure overseen by Beers (per the firm's publicly available ADV filings).
Is Beers Kight structured as a single family office or does it operate more like a wealth management firm?
Beers Kight operates as a registered investment adviser (RIA), not a traditional single family office. It serves multiple high-net-worth families and individuals, making it functionally a multi-family office. The firm emphasizes its fiduciary duty and independence from any brokerage or bank.
What investment stages and asset classes does Beers Kight typically target?
The firm focuses on liquid asset classes such as ETFs, mutual funds, and separately managed accounts. It uses a broadly diversified, tax-efficient approach across equities and fixed income. There is no public indication of private equity or venture capital direct investing.
How does Beers Kight generate proprietary deal flow or investment opportunities?
The firm does not appear to originate proprietary investment opportunities or maintain a direct investing team. Its value proposition centers on manager selection, asset allocation, and holistic financial planning rather than sourcing unique private market deals.
What is Beers Kight's known posture on co-investments alongside external GPs?
There is no public record of Beers Kight participating in co-investments. The firm's published ADV and marketing materials do not mention direct private company investments or co-investment vehicles. Its model is primarily advisory, not principal investing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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