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ALEXANDER BEARD (USA) INC.
Legal name: ALEXANDER BEARD (USA), INC.
CRD 134642File 801-120225
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$48.9M
Bottom 25% of cohort (national)
Discretionary AUM
$48.9M
Clients
75
90 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 19, 2021
- Principal office
- 14-15 ROSSMORE BUSINESS VILLAGE, INWARD WAY, ELLESMERE PORT, CHESHIRE, CH65 3EY
- Phone
- 650-684-0450
- Website
- https://www.abg.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.9M
- Discretionary AUM
- $48.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 90
- Non-discretionary accounts
- 0
- Total accounts
- 90
- AUM per client
- $651K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $26.6M |
| Individuals (other than high net worth individuals) | 58 | $22.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 67 | 75 | increased by8 |
| Apr 1, 2026 | AUM | $39,917,826 | $48,851,595 | increased by$8,933,769 |
| Apr 1, 2026 | Accounts | 75 | 90 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 75 | 67 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $51,193,721 | $39,917,826 | decreased by$11,275,895 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 80 | 75 | decreased by5 |
| Apr 1, 2022 | AUM | $44,000,000 | $51,193,721 | increased by$7,193,721 |
| Apr 1, 2022 | Accounts | 100 | 75 | decreased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALEXANDER BEARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALEXANDER BEARD” may also match similarly-named firms). Confirm identity against each filing.
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.