Beck Capital Management LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 152705
- Registered since
- January 7, 2010
- Website
- beckcapitalmgmt.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.63%
- Individuals15.46%
- Charitable Organizations0.88%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beck Capital Management LLC is an independent registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser, and reports individual ownership rather than a larger corporate owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds23%
- Other11%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2
James Beck
President, Chief Investment OfficerCRD 1729263
William Gregory
Vice-President of Operations & Chief Compliance OfficerCRD 2873020
Contacts
3 of 7
Justin Simmons
Investment AdvisorCRD 5274372
Melanie Johnson
Investment AdvisorCRD 4881773
Gerald Mcilhon
Investment AdvisorCRD 1730924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$210M in ETFs
66%
$140M
29%
$70.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X COPPER MINERS ETF (COPX) | GlobalX | Passive | Natural Resources | $8M | 104,183 | 3.82% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 2009 S Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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