Insights

Boutique Scale Small firm footprint (2-10 employees) operating as a Registered Investment Advisor in Georgia with nationwide client reach, indicating potential need for scalable technology, marketing automation, and outsourced operations support to grow without diluting service quality.

Technology Stack Active use of cloud and web technologies (AWS, WordPress, Shopify, Mailchimp, Microsoft 365) suggests openness to digital marketing enhancements, client portal solutions, CRM integrations, and cybersecurity services to support growth and regulatory compliance.

Revenue Readiness Estimated annual revenue in the $1M–$10M range signals readiness for mid-market financial technology partners, asset management platforms, or compliance-focused services to optimize margins and support client acquisition.

Competitive Benchmarking Given alignment with major RIAs in terms of industry, the firm may benefit from positioning strategies, partnership opportunities, and targeted outreach that differentiates boutique advisory services through personalization, niche expertise, or fee structures.

Growth Opportunities Nationwide client base combined with Atlanta presence presents opportunities for enhanced marketing automation, client experience improvements, and scalable operations (e.g., CRM, onboarding, reporting, and RIA regulatory tech) to support scalable growth.

Similar companies to Bey-Douglas Investment Counsel

Bey-Douglas Investment Counsel Tech Stack

Bey-Douglas Investment Counsel uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore Bey-Douglas Investment Counsel's tech stack below.

Bey-Douglas Investment Counsel's Email Address Formats

Bey-Douglas Investment Counsel uses at least 4 email formats:
Bey-Douglas Investment Counsel Email FormatsExamplePercentage
First@bey-douglas.comJohn@bey-douglas.com
50%
FirstLast@bey-douglas.comJohnDoe@bey-douglas.com
17%
FLast@bey-douglas.comJDoe@bey-douglas.com
16%
FirLast@bey-douglas.comJohDoe@bey-douglas.com
17%

Frequently Asked Questions

What is Bey-Douglas Investment Counsel's phone number?

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You can contact Bey-Douglas Investment Counsel's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bey-Douglas Investment Counsel's official website and social media links?

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Bey-Douglas Investment Counsel's official website is bey-douglas.com and has social profiles on LinkedIn.

How much revenue does Bey-Douglas Investment Counsel generate?

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As of August 2026, Bey-Douglas Investment Counsel's annual revenue is estimated to be $1M - $10M.

What is Bey-Douglas Investment Counsel's NAICS code?

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Bey-Douglas Investment Counsel's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bey-Douglas Investment Counsel have currently?

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As of August 2026, Bey-Douglas Investment Counsel has approximately 4 employees across 1 continents, including North America. Key team members include President: G. B., Managing Member: M. O. and Investment Consultant: W. M. Explore Bey-Douglas Investment Counsel's employee directory with LeadIQ.

What industry does Bey-Douglas Investment Counsel belong to?

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Bey-Douglas Investment Counsel operates in the Investment Management industry.

What technology does Bey-Douglas Investment Counsel use?

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Bey-Douglas Investment Counsel's tech stack includes Amazon Web Services, WordPress, Shopify, Mailchimp, Microsoft 365, Modernizr, jQuery Mobile and Apache.

What is Bey-Douglas Investment Counsel's email format?

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Bey-Douglas Investment Counsel's email format typically follows the pattern of First@bey-douglas.com. Find more Bey-Douglas Investment Counsel email formats with LeadIQ.

When was Bey-Douglas Investment Counsel founded?

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Bey-Douglas Investment Counsel was founded in 1990.
Bey-Douglas Investment Counsel logo

Bey-Douglas Investment Counsel

Investment ManagementGeorgia, United States2-10 Employees

Bey-Douglas Investment Counsel is a registered investment advisor based in Marietta, Georgia, serving clients in the Atlanta area and nationwide. Operating in the investment management sector, the firm provides advisory services to individuals and other clients seeking guidance on asset management and financial planning, with the aim of helping them manage investments and navigate market opportunities. The company’s location places it within the Georgia professional services community, and it maintains a small professional team to deliver personalized investment counsel. Bey-Douglas emphasizes its status as a regulated advisory firm, operating under the framework governing RIAs in the United States. A recent development noted is the firm’s ongoing service to a geographically broad client base, extending beyond its local market to reach clients across the nation.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1990
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Bey-Douglas Investment Counsel's revenue is estimated to be in the range of $1M - $10M

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