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Hunter Kell Hardy

Beacon Pointe Advisors, LLC

Fort Worth, TX

Newport Beach, CA

CRD 5528724

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

Fort Worth, TX • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hardy Investment, Inc. Argyle TX 01/2008 01/2026
Beacon Pointe Advisors, Llc Fort Worth TX 01/2026 Present
Previous Registrations
  • 2008-05-28 → 2025-12-31
    Investmenthunter Wealth Services
    Fort Worth, TX
Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-17
  • S65 Uniform Investment Adviser Law Examination
    2008-04-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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