Beale Healy Investment Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beale Healy Investment Advisors, Inc. advises individual investors, including high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management primarily in individual securities alongside comprehensive and modular financial planning services. The firm manages approximately $103 million for a small client base of about 43 households and operates with a two‑person advisory team.
BHIA’s investment process combines fundamental, technical and quantitative analysis and is implemented through long‑ and short‑term purchases, trading, option strategies and the use of margin or borrowing in separately managed accounts. Investment decisions are made by portfolio managers within a small investment committee that meets weekly and the firm also services legacy Vision2020 platform accounts and manages variable annuity sub‑accounts using program tools while the annuities remain held at the sponsor.
Compared with peers, BHIA’s documented use of borrowing in separately managed accounts is a relatively uncommon practice among supported firms and is explicitly disclosed as part of its strategy set. The principals are also registered representatives of a broker‑dealer and licensed insurance agents, a disclosed affiliation that can give rise to commission‑based conflicts; the firm generally recommends Charles Schwab custody and does not vote client proxies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%
Commissions received by principals when acting as registered representatives or insurance agents, separate from advisory fees
Hourly rate typically $100-$225 for specialized reports or services
Minimum fee: $2,500 for Discretionary Account; $4,000 for Non-discretionary Account; exceptions possible Fee-only: Investment management fees, financial planning fees; no commissions on advisory accounts
Main office
1802 Bayberry Court, Suite 305
Richmond VA 23226
Advisors at this office
2
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ann H
CFP®, Series 63
Richmond, VA
Beale Healy Investment Advisors Inc
Ann Healy is a CFP® with 46 years of industry experience, currently serving at Beale Healy Investment Advisors Inc in Richmond, VA. She has worked with Beale Healy Investment Advisors since 1982 and is also associated with Beale Healy Financial Group, where she provides consultation on insurance and risk management. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused on individually held securities, complemented by modular financial planning. The firm’s investment approach combines fundamental, technical, and quantitative analysis within a committee framework, employing various strategies from long-term holdings to short-term trading and option positions.
Richard B
ChFC®, Series 63
Richmond, VA
Beale Healy Investment Advisors Inc
Richard Beale IV is a ChFC® credentialed financial advisor with 45 years of industry experience. He is a principal at Beale Healy Investment Advisors Inc. in Richmond, VA, where he has worked since 1982. Outside of advisory services, he is president and owner of Beale Healy Financial Group Inc., which provides insurance sales. Beale Healy Investment Advisors serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management focused on individually held securities, alongside modular financial planning. The firm uses a committee-based approach combining fundamental, technical, and quantitative analysis, and employs a range of strategies from long-term holdings to short-term trading and options.
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