# Beagle Invest

> Beagle Invest is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 315719
- Filed as: BEAGLE INVEST
- Legal name: Beagle Invest, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315719
- AdvisorCensus page: https://advisorcensus.com/firm/beagle-invest-315719

## Quick answers

**How is Beagle Invest compensated?**
On its Form ADV (Item 5.E, October 2026), Beagle Invest reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Beagle Invest registered with the SEC or a state?**
Beagle Invest is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315719.

**How much does Beagle Invest manage?**
Beagle Invest reports $26,370,038 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Beagle Invest's assets and staff changed since 2021?**
In the Form ADV data for Beagle Invest: Regulatory assets under management: $0 in the October 2021 data and $26,370,038 in the October 2026 data. Total employees: 1 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beagle Invest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,512).

**Which custodians does Beagle Invest use?**
Beagle Invest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Beagle Invest 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/315719

**Does Beagle Invest state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "The Firm does not require a minimum account size."

**What changed in Beagle Invest's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: None

> The Firm does not require a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $26,370,038
- Discretionary: $26,370,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,512 | $26,370,038 |
| High net worth individuals | 0 | $0 |
| 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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investbeagle.com
- meetbeagle.com
- Facebook @meetbeagle
- Instagram @meetbeagle
- LinkedIn @meetbeagle
- X @beaglefinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | September 2, 2021 |
| October 2022 | $151,208 | 5 | September 20, 2022 |
| October 2023 | $7,987,598 | 5 | June 21, 2023 |
| October 2024 | $17,943,310 | 5 | February 15, 2024 |
| October 2025 | $24,772,484 | 5 | March 4, 2025 |
| October 2026 | $26,370,038 | 5 | June 17, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $26,370,038 in the October 2026 data.
Total employees: 1 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beagle Invest (CRD 315719): Form ADV filing data as of October 2026.