Bey-Douglas, LLC Investment Counsel logo

Bey-Douglas, LLC Investment Counsel

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Client assets under management

$169,731,548

Clients

145

87% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

48

Typical

Average account size

$1,170,562

About

Bey-Douglas provides portfolio management and retirement-plan advisory services to individuals (including high net worth clients) as well as pension and profit‑sharing plans, charities, corporations, trusts and estates. The firm offers both discretionary and non‑discretionary management, ongoing account reviews, and participant education and fiduciary consulting for plans under ERISA.

Its investment work is organized around two primary strategies: the Disciplined Investment System (DIS), a tax‑aware, large‑cap core equity approach generally holding 20–30 S&P 500 companies, and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs and mutual funds across tactical allocations; model portfolios are used to align holdings with client risk profiles. Accounts are generally kept fully invested and managed based on individualized Investment Plans, with DIS designed for relatively low portfolio turnover (generally under 25% annually).

Among peers, the firm’s recent operational adjustments are notable: it formerly sponsored a wrap fee program but discontinued that product effective December 31, 2025, and it maintains an arrangement to access its DIS through an external manager. The firm also discloses that some employees are dually registered with another adviser following the acquisition of certain accounts, a change it identifies as a potential conflict addressed through supervision and disclosure.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Real estate investing

Fee options

Percentage

$0 - $5,000,000: 1.00% $5,000,001+: 0.75%

Commissions

Insurance commissions earned by certain representatives for selling insurance products; separate from advisory fees; clients do not pay both commissions and advisory fees on the same assets.

Other

Account minimum: $300,000 Fee-only: Management fees based on assets under management; no commissions charged on the same assets.

Main office location

Bey-Douglas, LLC Investment Counsel

1640 Powers Ferry Rd., Bldg 22 200

Marietta GA 30067, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Georgia · Louisiana · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George B

Series 63, Series 65

Marietta, GA

Bey-Douglas, LLC Investment Counsel

George Beylouni Jr. is a financial advisor at Bey-Douglas, LLC Investment Counsel in Marietta, GA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Bey-Douglas LLC since 2000 and also worked at Resurgent Financial Advisors LLC starting in 2026. Beylouni serves as President, Senior Portfolio Manager, and CEO of Bey-Douglas LLC. Bey-Douglas, LLC Investment Counsel manages approximately $155 million in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. The firm employs a disciplined investment approach combining a U.S. large-cap core equity value/growth strategy and a diversified allocation method, offering both separate-fee accounts and a firm-sponsored wrap fee program.

Active portfolio management Real estate investing
user avatar

Adam H

CFP®, Series 66

Marietta, GA

Bey-Douglas, LLC Investment Counsel

Adam Hill is a CFP® with 19 years of industry experience, currently serving as an advisor at Resurgent Advisors. He previously worked for American Wealth Management, Inc. for 16 years and has been involved with Bey-Douglas LLC since 2007. Outside of his advisory role, he is active in Bey-Douglas LLC, an investment advisory business based in Marietta, GA. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services tailored to clients’ needs. The firm employs a fundamental analysis-based investment process and constructs portfolios primarily from mutual funds, ETFs, and independent Sub-Advisors.

Active portfolio management Real estate investing
user avatar

Edward M

CFA®, Series 63, Series 65

Marietta, GA

Bey-Douglas, LLC Investment Counsel

Edward Moore Jr. is a CFA® charterholder with 17 years of industry experience. He is currently with Resurgent Advisors and has been associated with Bey Douglas, LLC since 2008. Outside of his role at Resurgent, he is involved with Bey-Douglas LLC, where he serves as an investment advisor representative. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and customized client portfolios, typically using mutual funds, ETFs, and independent Sub-Advisors.

Active portfolio management Real estate investing
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