Beckham Financial, LLC

Overview

Beckham Financial, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs equity-centered portfolios, favoring exchange-traded instruments and separately managed account structures. Its fee model combines a percentage of assets under management with fixed fees, and the adviser does not position itself as a capital allocator to third-party alternative fund managers. Investment activity is concentrated in liquid public markets—with an emphasis on equities and ETFs—allowing the firm to deliver direct equity exposure and cost-effective, portfolio-level diversification. Beckham Financial is not an active ESG investor and is structured to serve a limited client base with a hands-on, customized approach rather than broad institutional or multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices