Foliobeyond, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 9, 2026, reports $207M in regulatory assets under management, 7 employees, and 40 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
20
2
Pooled Investment Vehicles
7.7%
2
3
HNWI
3.8%
1
4
Investment Cos.
3.8%
1
5
Pension Plans
3.8%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 9, 2026
Discretionary100.0%
$207M
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$207M
Total Accounts40
10Y AUM Change+$206M (+68756.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* 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.