BEEYOND Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BEEYOND Capital, LLC is a fee-only investment adviser that provides discretionary portfolio management to individuals, high net worth clients, and entities, including private funds and pooled vehicles. The firm is newly formed and currently reports no assets under management, though its brochure states it will serve both separate accounts and pooled vehicles.
The firm generally implements portfolios using mutual funds and ETFs and may also use bonds, options, equities and cash equivalents where appropriate, selecting investments through a mix of technical and fundamental analysis. BEEYOND typically determines asset allocation based on client-provided information about financial circumstances, risk tolerance and time horizon, and it may employ both short- and long-term strategies while managing accounts under a Limited Power of Attorney.
Notable features in the brochure include the firm’s emphasis on discretionary authority, its practice of block trading and the ability to effect cross-transactions when judged beneficial, and its stated preference that clients consider Interactive Brokers as custodian (with client choice preserved). The brochure also discloses the use of endorsements in advertising — a practice that is relatively uncommon among comparable investment-manager advisers — and notes that BEEYOND does not vote client proxies and does not currently receive soft-dollar benefits.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $5,000, negotiated per client
Up to 2% annually (maximum); fees typically negotiated and often lower than maximum
Account minimum: $5,000 Fee-only: Fixed fees ranging from $500 to $5,000, negotiated per client
Main office
Rome GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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