{
  "crd_number": 312721,
  "slug": "trust-beyond-corp-312721",
  "primary_business_name": "TRUST BEYOND CORP",
  "legal_name": "TRUST BEYOND CORP",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-09",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-16",
  "carried_forward": false,
  "raum_total": 129384298.0,
  "raum_discretionary": 72207878.0,
  "raum_non_discretionary": 57176420.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4436430.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 124947868.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312721",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/trust-beyond-corp-312721",
  "display_name": "Trust Beyond Corp",
  "summary": "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.",
  "citation": "AdvisorCensus. Trust Beyond Corp (CRD 312721): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Trust Beyond Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trust Beyond Corp reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Trust Beyond Corp charge?",
      "a": "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."
    },
    {
      "q": "Is Trust Beyond Corp registered with the SEC or a state?",
      "a": "Trust Beyond Corp is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312721."
    },
    {
      "q": "How much does Trust Beyond Corp manage?",
      "a": "Trust Beyond Corp reports $129,384,298 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (56% discretionary)."
    },
    {
      "q": "How have Trust Beyond Corp's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Trust Beyond Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Which custodians does Trust Beyond Corp use?",
      "a": "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."
    },
    {
      "q": "Does Trust Beyond Corp report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Trust Beyond Corp state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Trust Beyond Corp's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $114,911,350 to $129,384,298 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 114911350.0,
      "total_employees": 1,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 129384298.0,
      "total_employees": 1,
      "filing_date": "2026-01-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $114,911,350 to $129,384,298 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of New York Mellon-Inteligo Bank",
      "name_as_filed": "BANK OF NEW YORK MELLON-INTELIGO BANK",
      "affiliated": false
    },
    {
      "name": "Cavali Peru",
      "name_as_filed": "CAVALI PERU",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "JP Morgan-ASB Bank Corp",
      "name_as_filed": "JP MORGAN-ASB BANK CORP",
      "affiliated": false
    },
    {
      "name": "Pershing-Credicorp Capital US",
      "name_as_filed": "PERSHING-CREDICORP CAPITAL US",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/trust-beyond-corp-312721.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4436430.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 124947868.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312721",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}