BEY-DOUGLAS, LLC INVESTMENT COUNSEL
SEC RegisteredWe are a Portfolio Management Company
About the firm
Bey-Douglas is a Registered Investment Advisor (RIA) in Marietta, GA serving both taxable and non-taxable clients. They have been in business for over 25 years and are well-established professionals who work to help clients achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Retirement Planning, Alternative Investing, and Income Production
Who they serve
Both taxable and non-taxable clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $2.0M |
| High Net Worth Individuals | 126 | $168M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Over $5,000,000 | 0.75% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEY-DOUGLAS, LLC INVESTMENT COUNSEL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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