This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2021
- Office Locations
- 1
Office Locations
About Beagle Invest
Beagle Invest (MeetBeagle) helps individuals locate forgotten 401(k) accounts, identify plan fees, and consolidate retirement assets by handling the rollover process into an IRA. A differentiator is access to liquidity: it enables loans against old 401(k)s and IRAs at 0% net interest (interest paid back to yourself). Retail-focused RIA; custodied at Apex.
Reported data analysis
What the numbers show
Between March 4, 2025 and June 17, 2026, reported AUM increased 6.4%, from $24.8M to $26.4M.
Across 5 reported observations, AUM increased 17339.6% between September 20, 2022 and June 17, 2026, from $151.2K to $26.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 2,512 clients, or 2,512 clients per representative. That equates to $10.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Beagle Invest's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Beagle Invest record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHUO JIAO
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,370,038 | $10,498 |
| Non-Discretionary | $0 | -- |
| Total | $26,370,038 | $10,498 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Beagle Invest has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.