AdvisorCensus / Financial advisors / Trust Beyond Corp
Trust Beyond Corp
Filed as TRUST BEYOND CORP
Trust Beyond Corp is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.
Quick answers
From the filingHow is Trust Beyond Corp compensated?
On its Form ADV (Item 5.E, October 2026), Trust Beyond Corp reports these compensation arrangements: a percentage of assets under its management.
How much does Trust Beyond Corp charge?
Its Form ADV Part 2A brochure dated January 16, 2026 states: Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Trust Beyond Corp registered with the SEC or a state?
Trust Beyond Corp is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312721.
How much does Trust Beyond Corp manage?
Trust Beyond Corp reports $129,384,298 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (56% discretionary).
How have Trust Beyond Corp's assets and staff changed since 2025?
In the Form ADV data for Trust Beyond Corp: Regulatory assets under management: $114,911,350 in the October 2025 data and $129,384,298 in the October 2026 data, up 13%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Trust Beyond Corp serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (7).
Which custodians does Trust Beyond Corp use?
Trust Beyond Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon-Inteligo Bank, Cavali Peru, J.P. Morgan Securities LLC, JP Morgan-ASB Bank Corp and Pershing-Credicorp Capital US as custodians holding 10% or more of its separately managed account assets.
Does Trust Beyond Corp 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/312721
Does Trust Beyond Corp state an account minimum?
Its Form ADV Part 2A brochure dated January 16, 2026 says: "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Trust Beyond Corp's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $114,911,350 to $129,384,298 (+13%).
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
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
Our annual fee for comprehensive wealth management services varies between 0.30% to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated January 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$129,384,298 as of October 2026, filing dated January 16, 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 individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $129,384,298 | 1 | January 16, 2026 |
| October 2025 | $114,911,350 | 1 | April 9, 2025 |
Regulatory assets under management: $114,911,350 in the October 2025 data and $129,384,298 in the October 2026 data, up 13%.
Total employees: 1 in October 2025 and 1 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- February 2026
- Regulatory assets under management went from $114,911,350 to $129,384,298 (+13%).
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.INot reported.
Source: 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. Trust Beyond Corp (CRD 312721): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/trust-beyond-corp-312721