Bey-Douglas, LLC Investment Counsel

Public records do not disclose named principals or a specific CIO for Bey-Douglas, LLC Investment Counsel. The firm is registered as an RIA with the SEC, which requires designation of a chief compliance officer and at least one principal. However, those names are not visible in publicly available filings.

Based on regulatory filings, Bey-Douglas focuses on discretionary equity, fixed-income, and balanced portfolio strategies. The firm claims a long-term, value-oriented investment philosophy with an emphasis on capital preservation. Direct equity investing and taxable bond allocations are core components.

Bey-Douglas has not publicly disclosed its AUM. As a registered RIA, the firm is required to report this information to the SEC, but those filings are not available through standard public databases. The firm's AUM band is therefore listed as Undisclosed.

Bey-Douglas, LLC Investment Counsel is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC). Its CRD number can be found through the SEC's Investment Adviser Public Disclosure (IAPD) website. The firm's most recent ADV filings show it is active and subject to regular examination.