Beyond Investing LLC
● SEC registered since 2019CRD 304093SEC# 801-116758
Reg. AUM
$136.7M
Employees
3
Accounts
1
Location
—
Beyond Investing LLC assets under management
Beyond Investing LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $136.7 million in regulatory assets under management and employs 3 people.
Beyond Investing LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beyond Advisors Ltd Control | Owner | Over 75% | 2019 |
| Claire Elizabeth Smith Control | Owner, Cco | 25-50% | 2019 |
| Debra Bouton Control | Us Sales/Marketing | Under 5% | 2019 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beyond Investing LLC manage?
Beyond Investing LLC reports $136.7 million in regulatory assets under management on its Form ADV.
How many employees does Beyond Investing LLC have?
Beyond Investing LLC reports 3 employees.
Does Beyond Investing LLC disclose fund performance?
Beyond Investing LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 727.277.1789 |
| Office hours | 9a.m.-5p.m. Est/Edt |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.7M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$136.7Mregulatory AUM
Discretionary $136.7M