# Bey-Douglas, LLC Investment Counsel

Bey-Douglas, LLC Investment Counsel is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108856
- **SEC file number:** 801-126175
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108856

## About

Bey-Douglas, LLC Investment Counsel is an SEC-registered investment adviser in Marietta, GA, registered since 2022. The firm manages $180 million in assets, with $173 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Bey-Douglas?

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.

### What investment strategy does Bey-Douglas typically use?

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.

### What is Bey-Douglas's AUM?

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.

### How can I verify Bey-Douglas's regulatory status?

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.

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Last updated: 2026-07-06T01:24:12.422Z

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