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
William Gregory
Vice-President of Operations & Chief Compliance OfficerCRD 2873020
James Beck
President, Chief Investment OfficerCRD 1729263
Contacts
3 of 7
Victor Beck
VICE PRESIDENT, INVESTMENT RESEARCHCRD 7424179
Michael Quigley
SolicitorCRD 1110952
Hunter Beck
Vice President, Equity AnalystCRD 7703441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$117M in ETFs
60%
$69.7M
35%
$47.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X COPPER MINERS ETF (COPX) | GlobalX | Passive | Natural Resources | $8M | 104,183 | 6.86% |
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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