Foliobeyond, LLC

RIASEC Registered

Total AUM

$207M

Discretionary

$207M

100% of AUM

Avg account

$5.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 298234
Registered since: September 10, 2018
Website: www.foliobeyond.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies93.65%
Individuals3.3%
Pooled Investment Vehicles1.84%
Pension & Profit Sharing Plans0.6%
Other Investment Advisers0.36%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foliobeyond, LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC‑registered (initially registered in 2018) and serves both individual/family and institutional clients. Its advisory remit includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business accounts. Fee arrangements include both asset‑based fees and fixed fees. The firm does not identify itself as a capital allocator and does not characterize its advisory approach around ESG integration.