# BEYOND INVESTING LLC

BEYOND INVESTING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304093
- Type: SEC-registered investment adviser
- SEC file number: 801-116758
- Phone: 727.277.1789
- Latest filing: 2026-03-18
- Regulatory AUM: $136.7M
- Discretionary AUM: $136.7M
- Clients: 3
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Debra Bouton | US SALES/MARKETING | — |
| Claire Elizabeth Smith | OWNER, CCO | — |
| Lawrence Robert Abele | OWNER | — |
| SMITH DANA ELIZABETH | OWNER; OWNER, CCO | — |
| Abele Lawrence Robert | OWNER | — |
| Bouton Debra | CHIEF COMPLIANCE OFFICER, CFO; US SALES/MARKETING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304093/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304093/similar
- Related entities: https://search.stillhousedata.com/firm/304093/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304093

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.