| 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 |
Beyond Investing LLC reports $106.9 million in regulatory assets under management on its Form ADV.
Beyond Investing LLC reports 3 employees.
Beyond Investing LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 727.277.1789 |
| Office hours | 9a.m.-5p.m. Est/Edt |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $106.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $106.9M |