Insights

Acquisition Target Belay Group LLC was acquired by Asset Strategy Consultants for $10B in 2021, highlighting potential alignment opportunities with large-scale wealth management platforms seeking integration or consolidation capabilities.

Fiduciary Partnership Operating as fiduciary, fee-only, and evidence-based partners, Belay Group emphasizes transparent, client-centric advisory models that can appeal to firms seeking to align with high-integrity, regulated investment practices.

Leadership Continuity Tony King’s appointment as head of Private Wealth at ASC post-acquisition suggests ongoing leadership development and integration momentum, signaling opportunities to offer transition-support services, consulting, or product alignment.

Small Firm, Niche With a lean team and boutique status, Belay Group presents a pathway for scalable tech and services that target small to mid-sized RIAs looking to upgrade platforms, back-office, and compliance tooling.

Tech Stack Alignment Current tools include Squarespace, Google Workspace, and standard productivity/branding tech, indicating opportunities to upsell specialized RIA tech stacks, cybersecurity, or outsourced CFO and reporting solutions tailored for investment management firms.

Similar companies to Belay Group LLC

Belay Group LLC Tech Stack

Belay Group LLC uses 8 technology products and services including Squarespace, Webpack, Network Solutions, and more. Explore Belay Group LLC's tech stack below.

  • Content Management System
  • Webpack
    Development
  • Network Solutions
    Domain Name Services
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Adobe Fonts
    Web Fonts

Belay Group LLC's Email Address Formats

Belay Group LLC uses at least 0 email formats:
Belay Group LLC Email FormatsExamplePercentage

Frequently Asked Questions

What is Belay Group LLC's official website and social media links?

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Belay Group LLC's official website is thebelaygroup.com and has social profiles on LinkedIn.

What is Belay Group LLC's SIC code and NAICS code?

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Belay Group LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Belay Group LLC have currently?

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As of November 2026, Belay Group LLC has approximately 2 employees across 1 continents, including North America. Key team members include Investment Banking Analyst: C. H. Explore Belay Group LLC's employee directory with LeadIQ.

What industry does Belay Group LLC belong to?

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Belay Group LLC operates in the Investment Management industry.

What technology does Belay Group LLC use?

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Belay Group LLC's tech stack includes Squarespace, Webpack, Network Solutions, Google Workspace, Google Fonts API, Modernizr, Microsoft Word and Adobe Fonts.

When was Belay Group LLC founded?

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Belay Group LLC was founded in 2015.
Belay Group LLC logo

Belay Group LLC

Investment ManagementMaryland, United States2-10 Employees

The Belay Group LLC is a Baltimore, Maryland-based investment management firm that provides fiduciary, fee-only advisory services grounded in evidence-based investing. It serves clients seeking independent, objective guidance in wealth management, focusing on disciplined investment oversight rather than product sales. The firm operates with a small team, delivering tailored wealth management support.

In 2021, the firm was acquired by Asset Strategy Consultants, expanding its Wealth Management capabilities and naming its president, Tony King, as head of Private Wealth. The deal places the Belay Group within a broader advisory network while retaining its Baltimore, Maryland base as a registered investment adviser. Its positioning centers on fiduciary duty and an evidence-based approach to managing clients' wealth.

Section iconCompany Overview

SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2015
Employees
2-10

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