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BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY-DOUGLAS, LLC

CRD 108856 · SEC 801-126175

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1640 POWERS FERRY RD., BLDG 22-200, MARIETTA, GA, 30067, United States

Phone

770-858-0001

Fax

770-858-0005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$179.8M

Discretionary AUM

$172.5M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals19$2.0M
High net worth individuals126$167.7M
Charitable organizations5$761K

States served

CA, GA, LA, SC, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD