Alexander Beard (Usa), Inc.
- Regulatory AUM
- $48.9M
- Discretionary
- $48.9M
- Clients
- 75
- Avg AUM / client
- $651K
- Accounts
- 90
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % 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| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Entity | Title / status | Since | Sch. | 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)
| Form | Period | Size | |
|---|---|---|---|
| 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
- Novia Global Ltd $30.8M (63% of AUM) May 2026
- Dimensional Fund Advisors Ltd. $13.1M (26% of AUM) Nov 2022
- Dentons Pension Management Ltd $11.9M (24% of AUM) May 2026
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) ↗