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BEY-DOUGLAS, LLC INVESTMENT COUNSEL

MARIETTA, GA · CRD 108856 · IAPD ↗ · bey-douglas.com · 770-858-0001

$179.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2024 — BEY-DOUGLAS, LLC INVESTMENT COUNSEL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — BEY-DOUGLAS, LLC INVESTMENT COUNSEL reported RAUM up 30% ($102.9M -> $133.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.