Bey-Douglas, LLC Investment Counsel is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated March 16, 2026, reports $180M in regulatory assets under management, 3 employees, and 428 accounts.
Assets Under Management
$180M
Employees
3
Offices
--
Total Clients
150
Primary office
MARIETTA, GA
1640 POWERS FERRY RD., BLDG 22-200, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.0% of total clients.
Top client categories% of clientsClients
1
HNWI
84.0%
126
2
Individuals
12.7%
19
3
Charitable
3.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 16, 2026
Discretionary96.0%
$173M
96% of total RAUM96.0%
Non-discretionary4.0%
$7M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$180M
Total Accounts428
10Y AUM Change+$48M (+36.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee50:1
10Y Employee Change-1 (-25.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.