AUMdb

Alexander Beard (Usa), Inc.

SEC-registered Wealth Manager · Boutique (under $100M) CRD 134642 · SEC file 801-120225 · Ellesmere Port, Cheshire · www.abg.net
☆ Save with Pro ADV data as of May 22, 2026
Regulatory AUM
$48.9M
Discretionary
$48.9M
Clients
75
Avg AUM / client
$651K
Accounts
90
Employees
3

AUM over time

$39.9M $51.2M
Dec 2020 May 2026

Annual snapshots from Form ADV filings · as of May 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 58 $22.3M 45.6%
High net worth individuals 17 $26.6M 54.4%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Beard, Paul, Douglas President/Chief Compliance Officer Feb 2004 (23y) ≈ 56.25% – 100% via Alexander Beard Group Of Companies Ltd
Mark Anthony James Registered representative Jan 2019 (8y)
Melissa Jean Eugenio Registered representative Jan 2019 (8y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Alexander Beard Group Of Companies Ltd Member Feb 2005 A 75% or more

Estimated effective ownership (look-through of filed bands):

  • Beard, Paul, Douglas: 75% – 100% of Alexander Beard Group Of Companies Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/22/2026 1.22 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.

View current Form ADV (SEC/IAPD) ↗