BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Legal name: BEY-DOUGLAS, LLC

CRD 108856File 801-126175

APPROVED

Retail clients

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.8M

Bottom 25% of cohort (national)

Discretionary AUM

$172.5M

Non-discretionary $7.3M

Clients

150

428 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 22, 2022
Principal office: 1640 POWERS FERRY RD., BLDG 22-200, MARIETTA, GA, 30067
Phone: 770-858-0001
Website: HTTP://WWW.BEY-DOUGLAS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.8M
Discretionary AUM: $172.5M
Non-discretionary AUM: $7.3M
Discretionary accounts: 408
Non-discretionary accounts: 20
Total accounts: 428
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
Charitable organizations	5	$761K
High net worth individuals	126	$167.7M
Pension and profit sharing plans	Fewer than 5	$6.5M
Individuals (other than high net worth individuals)	19	$2.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.