Trust Beyond Corp is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 16, 2026, reports $129M in regulatory assets under management, 1 employee, and 30 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
15
2
Individuals
31.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of January 16, 2026
Discretionary55.8%
$72M
56% of total RAUM55.8%
Non-discretionary44.2%
$57M
44% of total RAUM44.2%
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$129M
Total Accounts30
10Y AUM Change+$14M (+12.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee22:1
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.