BETA MANAGEMENT CONSULTING

BETA MANAGEMENT CONSULTING is an SEC-registered investment adviser (CRD 131633). Regulatory assets under management: $29.4M.

Registration

• CRD: 131633
• Type: Registered investment adviser
• Phone: 832-831-7031
• Latest filing: 2026-03-23
• Regulatory AUM: $29.4M
• Non-discretionary AUM: $29.4M
• Clients: 2
• Accounts: 97

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search