{
  "crd_number": 108856,
  "slug": "bey-douglas-llc-investment-counsel-marietta-ga-108856",
  "primary_business_name": "BEY-DOUGLAS, LLC INVESTMENT COUNSEL",
  "legal_name": "BEY-DOUGLAS, LLC",
  "dbas": [],
  "city": "Marietta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 179799080.0,
  "raum_discretionary": 172544897.0,
  "raum_non_discretionary": 7254183.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 761396.0,
      "count": 5
    },
    "individuals": {
      "raum": 2048149.0,
      "count": 19
    },
    "pension_profit_sharing": {
      "raum": 6492787.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 167683399.0,
      "count": 126
    },
    "corporations_other_businesses": {
      "raum": 2813349.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "LA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://bey-douglas.com",
    "https://facebook.com/Bey-Douglas-Investment-Counsel-106866509385973"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108856",
  "city_as_filed": "MARIETTA",
  "url": "https://advisorcensus.com/firm/bey-douglas-llc-investment-counsel-marietta-ga-108856",
  "display_name": "BEY-Douglas, LLC Investment Counsel",
  "summary": "BEY-Douglas, LLC Investment Counsel is an SEC-registered investment advisory firm in Marietta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. BEY-Douglas, LLC Investment Counsel (CRD 108856): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is BEY-Douglas, LLC Investment Counsel compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BEY-Douglas, LLC Investment Counsel reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is BEY-Douglas, LLC Investment Counsel located?",
      "a": "BEY-Douglas, LLC Investment Counsel's principal office is in Marietta, GA, according to its Form ADV."
    },
    {
      "q": "Is BEY-Douglas, LLC Investment Counsel registered with the SEC or a state?",
      "a": "BEY-Douglas, LLC Investment Counsel is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 108856."
    },
    {
      "q": "How much does BEY-Douglas, LLC Investment Counsel manage?",
      "a": "BEY-Douglas, LLC Investment Counsel reports $179,799,080 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (96% discretionary)."
    },
    {
      "q": "How have BEY-Douglas, LLC Investment Counsel's assets and staff changed since 2022?",
      "a": "In the Form ADV data for BEY-Douglas, LLC Investment Counsel: Regulatory assets under management: $131,382,096 in the October 2022 data and $179,799,080 in the October 2026 data, up 37%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BEY-Douglas, LLC Investment Counsel serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (19); charitable organizations (5)."
    },
    {
      "q": "Which custodians does BEY-Douglas, LLC Investment Counsel use?",
      "a": "BEY-Douglas, LLC Investment Counsel's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BEY-Douglas, LLC Investment Counsel report any disciplinary disclosures?",
      "a": "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/108856"
    },
    {
      "q": "Does BEY-Douglas, LLC Investment Counsel state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"In general, we require a minimum of $300,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in BEY-Douglas, LLC Investment Counsel's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $154,800,000 to $179,799,080 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 131382096.0,
      "total_employees": 4,
      "filing_date": "2022-08-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102940484.0,
      "total_employees": 4,
      "filing_date": "2023-04-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 133879645.0,
      "total_employees": 4,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 154800000.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 179799080.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $154,800,000 to $179,799,080 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $300,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 300000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In general, we require a minimum of $300,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bey-douglas-llc-investment-counsel-marietta-ga-108856.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 2048149.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 126,
      "fewer_than_5": false,
      "raum": 167683399.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6492787.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 761396.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2813349.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108856",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}