|
⚲
|
| Keyboard |
| Bey-Douglas LLC
✚
|
|
|---|---|
| CRD # | 108856 |
| SEC # | 801-126175 |
| CIK # | 0002011271 |
| AUM | 179.8 M (2026-03-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 770-858-0001 |
| Address | 1640 Powers Ferry Rd Marietta, GA 30067 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 14.3 | ||
| Nvidia Corp | 12.3 | ||
| Microsoft Corp | 8.6 | ||
| Visa Inc | 6.1 | ||
| Lilly Eli & Co | 5.5 | ||
| Apple Inc | 5.4 | ||
| McKesson Corp | 5.0 | ||
| Stryker Corp | 4.7 | ||
| Mastercard Inc | 4.5 | ||
| Grainger W W Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 2.0 |
| (b) Individuals (high net worth individuals) | 126 | 167.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 5 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 179.8 |
| By Discretionary | ||
| Discretionary | 408 | 172.5 |
| Non-Discretionary | 20 | 7.3 |
| Total | 428 | 179.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.8 | |
| Total | 428 | 179.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011271] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wacker & Associates Inc
✚
|
MN | 180.2 M |
|
Hall Capital LLC
✚
|
CA | 180.0 M |
|
Kestrel Investment Management Corp
✚
|
CA | 180.0 M |
|
C2C Wealth Management LLC
✚
|
AZ | 179.8 M |
|
Stirlingshire RIA LLC
✚
|
NY | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
KEEN Capital Ltd
✚
|
SC | 179.7 M |
|
Leeds Capital Group LLC
✚
|
CA | 179.7 M |
|
RARE Wolf Capital LLC
✚
|
WA | 179.6 M |
|
Allaria Asset Management LLC
✚
|
FL | 179.6 M |