# BEY-Douglas, LLC Investment Counsel

> 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.

- CRD: 108856
- Filed as: BEY-DOUGLAS, LLC INVESTMENT COUNSEL
- Legal name: BEY-Douglas, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108856
- AdvisorCensus page: https://advisorcensus.com/firm/bey-douglas-llc-investment-counsel-marietta-ga-108856

## Quick answers

**How is BEY-Douglas, LLC Investment Counsel compensated?**
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.

**Where is BEY-Douglas, LLC Investment Counsel located?**
BEY-Douglas, LLC Investment Counsel's principal office is in Marietta, GA, according to its Form ADV.

**Is BEY-Douglas, LLC Investment Counsel registered with the SEC or a state?**
BEY-Douglas, LLC Investment Counsel is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 108856.

**How much does BEY-Douglas, LLC Investment Counsel manage?**
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).

**How have BEY-Douglas, LLC Investment Counsel's assets and staff changed since 2022?**
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.

**What types of clients does BEY-Douglas, LLC Investment Counsel serve?**
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).

**Which custodians does BEY-Douglas, LLC Investment Counsel use?**
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.

**Does BEY-Douglas, LLC Investment Counsel 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/108856

**Does BEY-Douglas, LLC Investment Counsel state an account minimum?**
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."

**What changed in BEY-Douglas, LLC Investment Counsel's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $179,799,080
- Discretionary: $172,544,897
- Non-discretionary: $7,254,183

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $2,048,149 |
| High net worth individuals | 126 | $167,683,399 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,492,787 |
| Charitable organizations | 5 | $761,396 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,813,349 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, LA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bey-douglas.com](https://bey-douglas.com)
- Facebook @Bey-Douglas-Investment-Counsel-106866509385973

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $131,382,096 | 4 | August 3, 2022 |
| October 2023 | $102,940,484 | 4 | April 20, 2023 |
| October 2024 | $133,879,645 | 4 | February 29, 2024 |
| October 2025 | $154,800,000 | 4 | March 28, 2025 |
| October 2026 | $179,799,080 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $154,800,000 to $179,799,080 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BEY-Douglas, LLC Investment Counsel (CRD 108856): Form ADV filing data as of October 2026.