B
$179.8M Total AUM
$172.5M Disc. AUM
21.8% 3Y CAGR
3 Employees
150 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- BridgeUnison value +more
- Established Date
- 05-25-2004
- Office Locations
- 1
Office Locations
1640 Powers Ferry Rd. Bldg 22-200 Marietta GA
About BEY-Douglas, LLC Investment Counsel
Bey-Douglas is a Marietta, GA registered investment advisor serving taxable and non-taxable investors. The firm provides investment management and retirement planning, with experience in alternative investing and income-focused portfolio construction. Public filings indicate ETF-heavy allocations, and the practice custodies with Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$59.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Ridge meridian Signal Fusion legacy Eagle
Client Personas
Unison pathway Vector signal
Custodian
Harbor
Investment Vehicles
Eagle Radial
Services
Eagle vertex Vector radial Catalyst
Technology
Momentum vertex Bridge pathway Summit timber
Owner & Executives
GEORGE BEYLOUNI JR
Chief Compliance Officer, Financial Advisor, Manager, President
- CRD
- #1048465
- Ownership
- 75% or more
(684) 506-2547
momentum.ember@catalystcapital.com
in linkedin.com/in/atlas-summit
Showing 1 of 1 owners & executives
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ADAM LEE HILL
Associate Advisor
- CRD
- #4436698
(340) 792-8597
crest.catalyst@deltacapital.com
in linkedin.com/in/vertex-optima
E
EDWARD RUTLEDGE MOORE JR
Client Advisor
- CRD
- #2961698
(575) 274-6125
signal.atlas@atlascapital.com
in linkedin.com/in/matrix-crest
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,544,897 | $422,904 |
| Non-Discretionary | $7,254,183 | $362,709 |
| Total | $179,799,080 | $420,091 |
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Separately Managed Accounts
Total SMA Asset: $179,799,080
Equity - Exchange:
20.8% Public Funds:
19.0% Cash:
25.2% Municipal Bonds:
23.8% U.S. Government/Agency:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,257,535,768 | 20.8% |
| Public Funds | $1,148,710,558 | 19.0% |
| Cash | $1,523,552,950 | 25.2% |
| Municipal Bonds | $1,438,911,120 | 23.8% |
| U.S. Government/Agency | $677,134,644 | 11.2% |
| Total | $6,045,845,040 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK QUANTUM | CAPITAL EAGLE | HCJ1O7JWJ | EXX | 8.46% | $116,730,343 |
| VALUE UNISON RIDGE | FRONTIER PEAK | 3Z87ZJ49I | YWOQQ | 6.23% | $97,940,782 |
| BEACON MOMENTUM QUANTUM | LEGACY PATHWAY | VKZTER6WP | APJ | 3.39% | $82,691,752 |
| LEGACY PEAK | EMBER ALPHA | NV9KVIJQM | KZB | 6.81% | $5,214,030 |
| ELEMENT MOMENTUM | MERIDIAN GLACIER | K0AWY3ZNQ | NARLL | 3.53% | $11,402,846 |
| PEAK VALUE | MOMENTUM GLACIER | AUO2LVZAA | OFSCP | 12.37% | $28,153,312 |
| VITAL RIDGE | MERIDIAN CREST | M6CX6007V | BRFW | 10.18% | $104,977,443 |
| ZENITH VITAL VERTEX | FUSION EAGLE | DFZ86C5FD | YPLVN | 12.04% | $8,183,293 |