# BEAM WEALTH ADVISORS, INC.

BEAM WEALTH ADVISORS, INC. of COVINGTON, LA is an SEC-registered investment adviser.

## Registration

- CRD: 109867
- Type: SEC-registered investment adviser
- SEC file number: 801-60334
- Location: 72096 RAMOS AVENUE, SUITE D, COVINGTON, LA, 70433
- Phone: 985-893-1440
- Latest filing: 2026-07-27
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $38.5M
- Clients: 27
- Accounts: 5,324

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Amy Lynn Betts | CHIEF COMPLIANCE OFFICER | — |
| Jaime Andres Benedetti | CHIEF EXECUTIVE OFFICER | — |
| Baburhan Gucer | CHIEF FINANCIAL OFFICER | Atlanta, GA |
| BORDELON SCOTT EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| LOCK ALBERT LARRY | MEMBER | — |
| BETTS AMY LYNN | CHIEF COMPLIANCE OFFICER | — |
| BENEDETTI JAIME ANDRES | CHIEF EXECUTIVE OFFICER | — |
| HOLLIS STEVEN MICHAEL | CHIEF FINANCIAL OFFICER | — |
| GUCER BABURHAN | CHIEF FINANCIAL OFFICER | — |
| Jennifer Danielle Clouse | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109867/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109867/similar
- Related entities: https://search.stillhousedata.com/firm/109867/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109867

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.