Investment adviser · CRD 149808

BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.

Investment adviser filing (IA)

MERIDIAN, MS, United States · Form ADV filed Sep 10, 2012

Regulatory AUM
$22M
Form ADV · Item 5.F
Client accounts
232
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2211 5TH STREET, SUITE 107
MERIDIAN, MS, 39301, United States

CRD 149808

Filing source

Form ADV 657436 · Sep 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.