RIA Intel›Advisers›ALEXANDER BEARD (USA), INC.

ALEXANDER BEARD (USA), INC.

Advisory

N·ELLESMERE PORT, CHESHIRE

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$49M
1-Year AUM Growth
-8.5%
3-Year CAGR
-8.0%
Employees
2
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingDec 23, 2020
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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