# Beyond Global Management, LLC

> Beyond Global Management, LLC is an exempt reporting adviser in Houston, TX, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 316510
- Filed as: BEYOND GLOBAL MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316510
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-global-management-llc-houston-tx-316510

## Quick answers

**Where is Beyond Global Management, LLC located?**
Beyond Global Management, LLC's principal office is in Houston, TX, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**How does Beyond Global Management, LLC report to regulators?**
Beyond Global Management, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 316510.

**How have Beyond Global Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Beyond Global Management, LLC: Regulatory assets under management: $226,440,918 in the October 2022 data and $97,355,030 in the October 2025 data, down 57%. Total employees: 6 in October 2022 and 15 in October 2025. Assets under management move with markets as well as with clients coming and going.

**Does Beyond Global Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316510

## From the Form ADV filing

### Firm details
- Reporting since: 2021 (4 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- beyondgm.com
- LinkedIn @beyond-wealth-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $226,440,918 | 6 | August 26, 2022 |
| October 2023 | $205,261,263 | 6 | September 15, 2023 |
| October 2024 | $226,478,102 | 6 | September 10, 2024 |
| October 2025 | $97,355,030 | 15 | May 20, 2025 |
| October 2026 | Not reported | Not reported | April 1, 2026 |

Regulatory assets under management: $226,440,918 in the October 2022 data and $97,355,030 in the October 2025 data, down 57%.
Total employees: 6 in October 2022 and 15 in October 2025.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Global Management, LLC (CRD 316510): Form ADV filing data as of October 2026.