RIA Intel›Advisers›Indiana›ABOVE & BEYOND INVESTMENTS, LLC

ABOVE & BEYOND INVESTMENTS, LLC

Advisory

BLOOMINGTON, IN

Data as of May 15, 2026 · Source: SEC Form ADV

Average account

$79K

across 168 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients168

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

168 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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TANGO CAPITAL MANAGEMENT, LLC.

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GREGORY ZENT AND SWANSON. INC.

$13M

SYCOMORE FINANCIAL LLC

$14M

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