# 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.

- CRD: 304093
- Filed as: BEYOND INVESTING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spring Hill, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304093
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-investing-llc-spring-hill-fl-304093

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $136,659,676
- Discretionary: $136,659,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $136,659,676 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beyondinvesting.com
- Facebook @BeyondInvesting
- Instagram @beyondinvesting
- LinkedIn @BEYOND-INVESTING
- X @BeyondInvest
- YouTube @UCR8zv4Uq1hLKsj9hdFN6GQA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $45,000,000 | 3 | March 24, 2021 |
| October 2022 | $75,813,000 | 3 | March 29, 2022 |
| October 2023 | $65,067,577 | 3 | March 28, 2023 |
| October 2024 | $92,472,698 | 3 | March 13, 2024 |
| October 2025 | $106,913,744 | 3 | March 24, 2025 |
| October 2026 | $136,659,676 | 3 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $106,913,744 to $136,659,676 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Investing LLC (CRD 304093): Form ADV filing data as of October 2026.