BEY-DOUGLAS, LLC INVESTMENT COUNSEL
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 108856
- Registered since
- July 22, 2022
- Website
- bey-douglas.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.26%
- Pension & Profit Sharing Plans3.61%
- Corporations / Businesses1.56%
- Individuals1.14%
- Charitable Organizations0.42%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bey-Douglas, LLC Investment Counsel is a privately owned LLC that registered with the SEC in 2022 and operates as a fee-based investment adviser charging a percentage of assets under management. Its client mix spans high-net-worth individuals and families as well as institutional clients. The firm provides portfolio management for individuals and small businesses, offers pension consulting services, and performs manager selection for third-party advisers. It identifies as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1GEORGE BEYLOUNI
President and CEOCRD 1048465
Contacts
2 of 2EDWARD MOORE
Client Advisor and Portfolio ManagerCRD 2961698
ADAM HILL
Senior Vice President, Portfolio ManagementCRD 4436698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$2.7M in ETFs
90%
$2.5M
0%
$283K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $830K | 13,262 | 30.18% |
Location
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 1640 Powers Ferry Rd SE
- Time zone
- ET (UTC-5)
- Office locations
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