BECK CAPITAL MANAGEMENT LLC

Overview

Beck Capital Management LLC is an independent, limited liability investment adviser formed in 2010 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, charging clients a fee based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. According to regulatory filings the firm does not classify itself as a multi-state adviser, is not an active ESG investor, and does not identify as a capital allocator or pension consultant. Beck Capital shows a clear orientation toward publicly traded equities and exchange-traded products while also incorporating private-market and credit exposures. The mix of client types and service focus suggests a hybrid model that blends traditional wealth management and planning with access to alternative strategies.

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Public Holdings

Investments & Alternatives

Location & Offices