Beaty Haynes & Associates, Inc. (Baltimore)

Beaty Haynes & Associates, Inc. is a large advisory firm based in Baltimore. It manages $1.06 billion of regulatory assets for 550 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.

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

Beaty Haynes & Associates: assets under management

The assets under management (AUM) of Beaty Haynes & Associates, Inc. is $1.06 billion. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $900 million in discretionary accounts and $161 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beaty Haynes & Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beaty Haynes & Associates, Inc.

John Thurston Beaty has been acting as President since 1 Jan 1997. Michael D Hankin joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Thurston Beaty	President	1 Jan 1997	75% - 100%	1796428
Walter Dunlop Haynes	Vice president	1 Jan 1997	Other	2440449
Raymond G Mcclure	Treasurer	1 Mar 2004	Other	854925
Connie A. Brown	Secretary	1 Mar 2004	Other	4776687
Michael D Hankin	President	1 Jul 2007	Other	2339625
David Michael Churchill	Vp, secretary and treasurer	1 Jul 2007	Other	2094155
Brown Advisory Holdings Incorporated	Sole stockholder	1 Jul 2007	75% - 100%	52-2112409
Patrick Joseph Ventura	Chief compliance officer	1 Jul 2007	Other	2559378

Based in Baltimore

The principal office where Beaty Haynes & Associates, Inc. performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231 3340, which is also the mailing address of the firm. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.