Beofor Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,130,796
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$1,626,159
About
Beofor Capital provides discretionary and non-discretionary investment management and standalone financial planning to individual and high-net-worth clients, and advises suitable clients on private debt, real estate, and private-company investments. The firm documents relationships through written Investment Management Agreements and offers retirement rollover advice consistent with its fiduciary obligations.
The firm takes a long-term approach, constructing diversified portfolios across public and private equity, fixed income, ETFs, mutual funds, and closed-end funds using fundamental analysis of management, market position, and macro factors, with tax considerations incorporated into trading decisions. Beofor Capital may employ derivatives—particularly options—and may use leverage in client accounts when viewed as consistent with client objectives, and it discloses the margin, liquidity, and option-specific risks associated with those strategies.
Compared with many peers that focus primarily on pooled or institutional mandates, Beofor Capital’s use of derivatives in separately managed accounts and its explicit disclosure of margin and leverage risks is atypical for a firm of its type. The firm’s investment personnel hold advanced industry credentials (CFA and CAIA) and combine investment management with on-demand financial planning and rollover guidance rather than operating solely as a pooled-vehicle manager.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Financial planning flat fees ranging from $500 to $1,500
1.0% annually (maximum rate)
Account minimum: No minimum (Beofor Capital does not require a minimum account balance for investment management services, but may impose one at its discretion) Fee-only: Financial planning fees charged as a flat fee ranging from $500 to $1,500, negotiated based on client needs
Main office location
Beofor Capital LLC
Ponce Inlet FL, United States
Number of offices
2
Most active in
Beofor Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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