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BEYOND INVESTING LLC

· CRD 304093 · IAPD ↗ · 727.277.1789

$136.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — BEYOND INVESTING LLC reported RAUM up 28% ($106.9M -> $136.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — BEYOND INVESTING LLC reported RAUM up 42% ($65.1M -> $92.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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