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).

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.

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.

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.

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.