ABOVE & BEYOND INVESTMENTS, LLC

ABOVE & BEYOND INVESTMENTS, LLC of BLOOMINGTON, IN is an SEC-registered investment adviser (CRD 227786). Regulatory assets under management: $13.2M.

Registration

• CRD: 227786
• Type: Registered investment adviser
• Location: 5015 W STATE ROAD 46, BLOOMINGTON, IN, 47404
• Phone: 812-334-4000
• Latest filing: 2026-05-15
• Regulatory AUM: $13.2M
• Discretionary AUM: $13.2M
• Clients: 1
• Accounts: 168

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 227786 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search