Beckett Collective
RIAState Registered
Total AUM
$34.5M
Discretionary
$30.5M
89% of AUM
Avg account
$515K
Accounts
67
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307455
- Website
- beckettcollective.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.95%
- Individuals6.83%
- Pension & Profit Sharing Plans4.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Beckett Collective is an independent, Arizona-registered investment advisory LLC that serves individual and family clients alongside institutional mandates. The firm operates as a capital allocator, combining financial planning and portfolio management for individuals and small businesses with selection-of-adviser services. Compensation is via a mix of percentage-of-assets and fixed-fee arrangements. Beckett Collective does not market itself as an ESG-focused manager and is not set up as a multi-state or related adviser.
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
- Public Funds/Mutual Funds56%
- Cash & Cash Equivalents17%
- Exchange Traded Equities10%
- State & Local Bonds9%
- US Government Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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