{"url":"https://nivawealth.com/firms/bey-douglas-108856","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108856","regulatoryAum":179799080,"crd":"108856","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1048465","suffix":"JR","lastName":"BEYLOUNI","firstName":"GEORGE","middleName":null},{"crd":"4436698","suffix":null,"lastName":"HILL","firstName":"ADAM","middleName":"LEE"},{"crd":"2961698","suffix":"JR","lastName":"MOORE","firstName":"EDWARD","middleName":"RUTLEDGE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-27","regulatoryAum":131382096,"clients":112,"employees":4,"offices":1},{"filedOn":"2023-04-20","regulatoryAum":102940484,"clients":178,"employees":4,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":133879645,"clients":146,"employees":4,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":154800000,"clients":146,"employees":4,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":179799080,"clients":150,"employees":3,"offices":1}],"secFileNumber":"801-126175","legalName":"Bey-Douglas, 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bey-Douglas offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bey-Douglas use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bey-Douglas have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bey-Douglas invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bey-Douglas?","answer":"Bey-Douglas’ direct owner is George Beylouni (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bey-Douglas get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bey-Douglas?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bey-douglas-108856/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2011271/000117266126001701/0001172661-26-001701-index.html","totalValue":114636152,"positionCount":56,"top10Share":0.6183583168423169,"top10":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":14303423,"shares":49741,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":12278598,"shares":70405,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":8641551,"shares":23345,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":6129005,"shares":20279,"shareType":"SH"},{"issuer":"ELI LILLY & 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Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}