Bey-Douglas provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Bey-Douglas reports 150 clients. They include 126 high-net-worth individuals, 19 individual clients and 5 charitable organizations. Of its assets, 96.0% ($173M across 408 accounts) are managed with discretion; $7.25M across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | 1% |
| High-net-worth individuals | 84% | 93% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Charitable organizations | 3% | <1% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 19 | $2.05M | 1.1% | $108K |
| High-net-worth individuals | 126 | $168M | 93.3% | $1.33M |
| Pension and profit-sharing plans | Fewer than 5 | $6.49M | 3.6% | — |
| Charitable organizations | 5 | $761K | 0.4% | $152K |
| Corporations and other businesses | Fewer than 5 | $2.81M | 1.6% | — |
| Total | 150 | $180M | 100% | — |
- Clients
- 19
- Regulatory AUM
- $2.05M
- AUM share
- 1.1%
- Avg. per client
- $108K
- Clients
- 126
- Regulatory AUM
- $168M
- AUM share
- 93.3%
- Avg. per client
- $1.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.49M
- AUM share
- 3.6%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $761K
- AUM share
- 0.4%
- Avg. per client
- $152K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.81M
- AUM share
- 1.6%
- Avg. per client
- —
Total
- Clients
- 150
- Regulatory AUM
- $180M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bey-Douglas is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
George Beylouni owns 75% or more of Bey-Douglas. The leadership team of Bey-Douglas includes President George Beylouni. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Bey-Douglas, LLC
George Beylouni
Control person · since April 2000
Bey-Douglas’ regulatory assets grew from $131M (July 2022) to $180M (March 2026); clients rose from 112 to 150 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $180M | 150 | 3 | 1 |
| Mar 2025March 2025 | $155M | 146 | 4 | 1 |
| Feb 2024February 2024 | $134M | 146 | 4 | 1 |
| Apr 2023April 2023 | $103M | 178 | 4 | 1 |
| Jul 2022July 2022 | $131M | 112 | 4 | 1 |
Besides its headquarters, Bey-Douglas has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 1640 Powers Ferry RD., BLDG 22-200, MariettaHQ
Contact and registration details
- Legal name
- Bey-Douglas, LLC
- Headquarters
- 1640 Powers Ferry RD., BLDG 22-200, Marietta, GA 30067
- Website
- bey-douglas.com
- Phone
- 770-858-0001
- SEC file
- 801-126175
- Structure
- Georgia LLC
- Fiscal year end
- December
Bey-Douglas’ named custodian for separately managed accounts is Charles Schwab ($171M). Bey-Douglas does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $171M100%
At year end, Bey-Douglas’ separately managed accounts were mostly in stocks (83%). Its reported 13F holdings for the quarter ended 31 March 2026 total $115M across 56 positions; the largest are Alphabet Inc. (12.5%), Nvidia Corporation (10.7%) and Microsoft Corp. (7.5%).
What the accounts hold
- Stocks83%
- Funds8%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash5%
How many clients does Bey-Douglas have?
Bey-Douglas has 150 clients and manages $180 million for them, as of March 2026. They include 126 high-net-worth individuals, 19 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Bey-Douglas offer?
Bey-Douglas provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bey-Douglas use?
Bey-Douglas’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Bey-Douglas have?
Bey-Douglas has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bey-Douglas invest in?
At the end of its last fiscal year, Bey-Douglas’ separately managed accounts held 83% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bey-Douglas?
Bey-Douglas’ direct owner is George Beylouni (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Bey-Douglas get paid?
Bey-Douglas is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bey-Douglas?
Bey-Douglas’ main office is at 1640 Powers Ferry RD., BLDG 22-200, Marietta, GA 30067. Its phone number is 770-858-0001. Its website is bey-douglas.com.
