Overview
Assets Under Management: $385 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Frequently Asked Questions
BECK CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152705), BECK CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
BECK CAPITAL MANAGEMENT LLC is headquartered in AUSTIN, TX.
BECK CAPITAL MANAGEMENT LLC serves 166 high-net-worth clients according to their SEC filing dated October 02, 2024. View client details ↓
According to their SEC Form ADV, BECK CAPITAL MANAGEMENT LLC offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
BECK CAPITAL MANAGEMENT LLC manages $385 million in client assets according to their SEC filing dated October 02, 2024.
According to their SEC Form ADV, BECK CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 970
Regulatory Filings
CRD Number: 152705
Last Filing Date: 2024-10-02 00:00:00
Website: https://beckcapitalmanagement.com