RIA Intel›Advisers›BEYOND INVESTING LLC

BEYOND INVESTING LLC

Institutional

N·

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$137M
1-Year AUM Growth
+42.1%
3-Year CAGR
+27.4%
Employees
2
Assets Under Management
Total AUM$137M
Discretionary AUM$137M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMay 7, 2019
Latest FilingMar 18, 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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