AdvisorCensus / Financial advisors / Florida / Tampa / Beyond Investing LLC
Beyond Investing LLC is an SEC-registered investment advisory firm in Spring Hill, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Beyond Investing LLC compensated?
On its Form ADV (Item 5.E, October 2026), Beyond Investing LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Beyond Investing LLC located?
Beyond Investing LLC's principal office is in Spring Hill, FL, according to its Form ADV.
Is Beyond Investing LLC registered with the SEC or a state?
Beyond Investing LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304093.
How much does Beyond Investing LLC manage?
Beyond Investing LLC reports $136,659,676 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).
How have Beyond Investing LLC's assets and staff changed since 2021?
In the Form ADV data for Beyond Investing LLC: Regulatory assets under management: $45,000,000 in the October 2021 data and $136,659,676 in the October 2026 data, up 204%. Total employees: 3 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 Beyond Investing LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Beyond Investing LLC 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/304093
What changed in Beyond Investing LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $106,913,744 to $136,659,676 (+28%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$136,659,676 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $136,659,676 | 3 | March 18, 2026 |
| October 2025 | $106,913,744 | 3 | March 24, 2025 |
| October 2024 | $92,472,698 | 3 | March 13, 2024 |
| October 2023 | $65,067,577 | 3 | March 28, 2023 |
| October 2022 | $75,813,000 | 3 | March 29, 2022 |
| October 2021 | $45,000,000 | 3 | March 24, 2021 |
Regulatory assets under management: $45,000,000 in the October 2021 data and $136,659,676 in the October 2026 data, up 204%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $106,913,744 to $136,659,676 (+28%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Beyond Investing LLC (CRD 304093): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/beyond-investing-llc-spring-hill-fl-304093