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Firm profile

Alexander Beard (USA) Inc..

ELLESMERE PORT, CHESHIRECRD 134642Latest ADV May 22, 2026

Alexander Beard (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ellesmere Port, Cheshire. Its latest Form ADV filing, dated March 27, 2026, reports $49M in regulatory assets under management, 3 employees, 1 office, and 90 accounts.

Assets Under Management
$49M
Employees
3
Offices
1 office
Total Clients
75
Primary office
ELLESMERE PORT, CHESHIRE
14-15 ROSSMORE BUSINESS VILLAGE, INWARD WAY, ELLESMERE PORT, CHESHIRE, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(650) 684-0450
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOPaul D. Beard

Advisory services offered

4 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
58
2
HNWI
22.7%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$49Mas of May 22, 2026
Discretionary100.0%
$49M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$49M
Total Accounts90
10Y AUM Change+$5M (+11.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee25:1
10Y Employee Change-1 (-25.0%)

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.

* 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.