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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

ALEXANDER BEARD (USA) INC.

ALEXANDER BEARD (USA), INC., CRD 134642

ELLESMERE PORT, CHESHIRE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89568ebd-c4b5-b6ac-31c6-3f3b883e83f3

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 23, 2020 to May 22, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $48.9MItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $48.9M
Private client RAUM: $48.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $24.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 90
Individual clients: 58
High net worth clients: 17
SEC number: 801-120225
CRD: 134642
Filings on the tape: 17
First filed: Dec 23, 2020
Latest filed: May 22, 2026
Organised: Corporation, DE
Website: abg.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ANTHONY JAMES	n/a	San Mateo, CA \| ELLESMERE PORT, CHESHIRE	7	13	1	no
MELISSA JEAN EUGENIO	n/a	San Mateo, CA	7	27	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALEXANDER BEARD GROUP OF COMPANIES LTD	Member	E	yes	02/2005	Dec 23, 2020	Oct 30, 2024
BEARD, PAUL, DOUGLAS	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	02/2004	Dec 23, 2020	Oct 30, 2024
BEARD, PAUL, DOUGLAS	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	01/2021	Dec 23, 2020	Oct 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALEXANDER BEARD (AUSTRALIA) PTY LTD	n/a	n/a	n/a	N	yes	n/a
ALEXANDER BEARD (FRANCE) SAS	n/a	n/a	n/a	N	yes	n/a
ALEXANDER BEARD (SOUTH AFRICA) PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
ALEXANDER BEARD GLOBAL SERVICES LIMITED	n/a	n/a	n/a	N	yes	n/a
ALEXANDER BEARD INTERNATIONAL BENEFITS B.V.	n/a	n/a	n/a	N	yes	n/a
ALEXANDER BEARD INVESTMENT MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN MATEO	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$48.9M	$48.9M	3	2	1	n/a	n/a
2024	Mar 31, 2025	$39.9M	$39.9M	3	2	1	n/a	n/a
2023	Mar 27, 2024	$43.6M	$43.6M	3	2	1	n/a	n/a
2022	Mar 30, 2023	$41.8M	$41.8M	3	2	1	n/a	n/a
2021	Mar 29, 2022	$51.2M	$48.1M	3	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$48.9M	$39.9M	22.4%	$41.8M	5.3%	3	3	1	1

Relationships

Registered with (4)

← MELISSA JEAN EUGENIOAdvisorregistration: previous registration
Nov 1, 2018 to Dec 31, 2018factForm ADV
← MARK ANTHONY JAMESAdvisorregistration: current employment
Jan 8, 2019 to presentfactForm ADV
← SCOTT ALAN SCHWARTZAdvisorregistration: previous registration
Jan 25, 2017 to Nov 29, 2021factForm ADV
← GUY EUGENE BAKERAdvisorregistration: previous registration
May 11, 2012 to Feb 8, 2017factForm ADV

Controls (2)

← BEARD, PAUL, DOUGLASOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 23, 2020 to Oct 30, 2024factForm ADV
← ALEXANDER BEARD GROUP OF COMPANIES LTDOwnerMEMBER, ownership code E, foreign entity
Dec 23, 2020 to Oct 30, 2024factForm ADV

Dated events

Occurred
Dec 23, 2020
First Form ADV filing
Alexander Beard (Usa), Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89568ebd-c4b5-b6ac-31c6-3f3b883e83f3
First observed: Dec 23, 2020
Last observed: May 22, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALEXANDER BEARD (USA) INC.

ALEXANDER BEARD (USA), INC., CRD 134642

ELLESMERE PORT, CHESHIRE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89568ebd-c4b5-b6ac-31c6-3f3b883e83f3

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ANTHONY JAMES

n/a

San Mateo, CA | ELLESMERE PORT, CHESHIRE

MELISSA JEAN EUGENIO

n/a

San Mateo, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALEXANDER BEARD GROUP OF COMPANIES LTD

Member

yes

02/2005

Dec 23, 2020

Oct 30, 2024

BEARD, PAUL, DOUGLAS

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/2004

Dec 23, 2020

Oct 30, 2024

BEARD, PAUL, DOUGLAS

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2021

Dec 23, 2020

Oct 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALEXANDER BEARD (AUSTRALIA) PTY LTD

n/a

yes

n/a

ALEXANDER BEARD (FRANCE) SAS

n/a

yes

n/a

ALEXANDER BEARD (SOUTH AFRICA) PTY LIMITED

n/a

yes

n/a

ALEXANDER BEARD GLOBAL SERVICES LIMITED

n/a

yes

n/a

ALEXANDER BEARD INTERNATIONAL BENEFITS B.V.

n/a

yes

n/a

ALEXANDER BEARD INVESTMENT MANAGEMENT LTD.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN MATEO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$48.9M

n/a

2024

Mar 31, 2025

$39.9M

n/a

2023

Mar 27, 2024

$43.6M

n/a

2022

Mar 30, 2023

$41.8M

n/a

2021

Mar 29, 2022

$51.2M

$48.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$48.9M

$39.9M

22.4%

$41.8M

5.3%