# Alexander Beard (USA) Inc.

> Alexander Beard (USA) Inc. is an SEC-registered investment advisory firm in Ellesmere Port, Cheshire, United Kingdom, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 134642
- Filed as: ALEXANDER BEARD (USA) INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ellesmere Port, Cheshire, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134642
- AdvisorCensus page: https://advisorcensus.com/firm/alexander-beard-usa-inc-ellesmere-port-cheshire-134642

## Quick answers

**How is Alexander Beard (USA) Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Alexander Beard (USA) Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alexander Beard (USA) Inc. charge?**
Its Form ADV Part 2A brochure dated May 22, 2026 states: Hourly rate: $400 an hour (General Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alexander Beard (USA) Inc. located?**
Alexander Beard (USA) Inc.'s principal office is in Ellesmere Port, Cheshire, United Kingdom, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Alexander Beard (USA) Inc. registered with the SEC or a state?**
Alexander Beard (USA) Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 134642.

**How much does Alexander Beard (USA) Inc. manage?**
Alexander Beard (USA) Inc. reports $48,851,595 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have Alexander Beard (USA) Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Alexander Beard (USA) Inc.: Regulatory assets under management: $44,000,000 in the October 2021 data and $48,851,595 in the October 2026 data, up 11%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alexander Beard (USA) Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (17).

**Which custodians does Alexander Beard (USA) Inc. use?**
Alexander Beard (USA) Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Dentons Pension Management Ltd and Novia Global Limited as custodians holding 10% or more of its separately managed account assets.

**Does Alexander Beard (USA) Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134642

**Does Alexander Beard (USA) Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 22, 2026 says: "Generally, we require a minimum of $100,000 to establish an advisory relationship. At our sole discretion, we may waive this requirement."

**What changed in Alexander Beard (USA) Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Generally, we require a minimum of $100,000 to establish an advisory relationship. At our sole discretion, we may waive this requirement.

- Hourly rate: $400 an hour (General Consulting Services)

> Consulting services are offered for negotiable hourly rate of up to $ 400. The exact fee payable by the client will be clearly listed in the services agreement signed by the firm and the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Dentons Pension Management Ltd
- Novia Global Limited

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $48,851,595
- Discretionary: $48,851,595
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $22,299,468 |
| High net worth individuals | 17 | $26,552,127 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- San Mateo, CA

### Websites listed on Form ADV (Item 1.I)
- [abg.net](https://abg.net)
- [abg.net/our-locations](https://abg.net/our-locations)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $44,000,000 | 4 | March 31, 2021 |
| October 2022 | $51,193,721 | 3 | September 28, 2022 |
| October 2023 | $41,824,604 | 3 | March 30, 2023 |
| October 2024 | $43,642,645 | 3 | June 5, 2024 |
| October 2025 | $39,917,826 | 3 | March 31, 2025 |
| October 2026 | $48,851,595 | 3 | May 22, 2026 |

Regulatory assets under management: $44,000,000 in the October 2021 data and $48,851,595 in the October 2026 data, up 11%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $39,917,826 to $48,851,595 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alexander Beard (USA) Inc. (CRD 134642): Form ADV filing data as of October 2026.