T
Trust Beyond Corp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$129,384,298
Clients
22
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$5,881,104
About
Trust Beyond Corp provides comprehensive wealth management and financial planning to individual and high‑net‑worth clients, delivering tailored portfolio management, retirement and estate planning coordination, and access to a broad set of investments including mutual funds, ETFs, private placements, and structured products. Services are offered on both discretionary and non‑discretionary bases and include the use of firm model portfolios together with regular account reviews and client reporting.
The firm applies modern portfolio theory and a mix of long‑ and short‑term strategies, and it may implement option writing and other derivatives strategies within separately managed accounts as part of its investment approach. Advice is individualized through an initial assessment of investment objectives and risk tolerance, and the firm works with clients’ other advisors on tax and estate matters while noting tax efficiency is not its primary objective.
Noteworthy features include a meaningful non‑U.S. client presence and the integration of derivatives into managed accounts—practices that are uncommon among similar independent advisers. Managing roughly $129 million across a limited client base, the firm operates without taking custody of client assets and discloses policies for aggregated trading, proxy voting, and conflict mitigation.
Client services
Portfolio management
Wealth management services
Expertise
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
$0+: 1.25% +: 0.30%
Account minimum: $100,000
Main office location
Trust Beyond Corp
Key Biscayne FL, United States
Number of offices
1
Most active in
Trust Beyond Corp has reported serving >5 clients in these states in the last 12 months.
Florida
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.
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