Beck Capital Management LLC

Overview

Beck Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC since 2010. The firm charges clients on a percentage-of-AUM basis and serves a mix of individual and family clients alongside institutional relationships. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Beck Capital reports a clear preference for equities — particularly exchange-traded securities — and does not identify as an active ESG investor or a multi-state adviser. The firm custodies client assets at Fidelity Brokerage Services and operates under an owner-type described as individual, which suggests a compact, partner-led practice rather than a large institutional platform. Beck Capital does not act as a capital allocator running external funds; instead, it places client capital into third-party managers and public market instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices