BEEYOND CAPITAL, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 330400
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Beeyond Capital, LLC is a limited liability company focused on providing portfolio management services for both individuals and small businesses, as well as for larger institutions. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, Beeyond Capital is classified as an unclassified entity and does not serve as a capital allocator. The firm is not a multi-state adviser and does not have affiliations with other investment advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Johnathan Peabody
Co-FounderCRD 7123829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
DEKALB
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- DEKALB
- Address
- 2010 Spalding Dr
- Time zone
- ET (UTC-5)
- Office locations
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