Bey-Douglas, LLC Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,731,548
Clients
145
Advisors
3
of 3 employees
About
Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals (including high net worth clients) as well as pension and profit‑sharing plans, charities, corporations, trusts and estates. The firm offers both discretionary and non‑discretionary management, ongoing account reviews, and participant education and fiduciary consulting for plans under ERISA.
Its investment work is organized around two primary strategies: the Disciplined Investment System (DIS), a tax‑aware, large‑cap core equity approach generally holding 20–30 S&P 500 companies, and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs and mutual funds across tactical allocations; model portfolios are used to align holdings with client risk profiles. Accounts are generally kept fully invested and managed based on individualized Investment Plans, with DIS designed for relatively low portfolio turnover (generally under 25% annually).
Among peers, the firm’s recent operational adjustments are notable: it formerly sponsored a wrap fee program but discontinued that product effective December 31, 2025, and it maintains an arrangement to access its DIS through an external manager. The firm also discloses that some employees are dually registered with another adviser following the acquisition of certain accounts, a change it identifies as a potential conflict addressed through supervision and disclosure.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001+: 0.75%
Insurance commissions earned by certain representatives for selling insurance products; separate from advisory fees; clients do not pay both commissions and advisory fees on the same assets.
Account minimum: $300,000 Fee-only: Management fees based on assets under management; no commissions charged on the same assets.
Main office
1640 Powers Ferry Rd., Bldg 22 200
Marietta GA 30067
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · Louisiana · South Carolina · Texas
Also doing business as
Bey Douglas LLC Investment Counsel · Bey Douglas, LLC · Bey Douglas, LLC Investment Counsel
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.
Quick links
Advisors at this firm
George B
Series 63, Series 65
Marietta, GA
Bey-Douglas, LLC Investment Counsel
George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bey-Douglas since 2000, serving as President, Senior Portfolio Manager, and CEO. Prior to this, he was with Resurgent Financial Advisors LLC beginning in 2026. Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm utilizes tax-aware, large-cap equity strategies and diversified asset allocations tailored to client risk profiles, offering both discretionary and non-discretionary management.
Adam H
CFP®, Series 66
Marietta, GA
Bey-Douglas, LLC Investment Counsel
Adam Hill is a CFP® with 19 years of industry experience, currently serving as an advisor at Resurgent Advisors. He previously worked for American Wealth Management, Inc. for 16 years and has been involved with Bey-Douglas LLC since 2007. Outside of his advisory role, he is active in Bey-Douglas LLC, an investment advisory business based in Marietta, GA. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services tailored to clients’ needs. The firm employs a fundamental analysis-based investment process and constructs portfolios primarily from mutual funds, ETFs, and independent Sub-Advisors.
Edward M
CFA®, Series 63, Series 65
Marietta, GA
Bey-Douglas, LLC Investment Counsel
Edward Moore Jr. is a CFA® charterholder with 17 years of industry experience. He is currently with Resurgent Advisors and has been associated with Bey Douglas, LLC since 2008. Outside of his role at Resurgent, he is involved with Bey-Douglas LLC, where he serves as an investment advisor representative. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and customized client portfolios, typically using mutual funds, ETFs, and independent Sub-Advisors.
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