Beck Capital Management LLC
● SEC registered since 2010CRD 152705SEC# 801-70977Austin, TX
Reg. AUM
$562.4M
Employees
9
Accounts
1,110
Location
Austin, TX
Beck Capital Management LLC assets under management
Beck Capital Management LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2010. It reports $562.4 million in regulatory assets under management and employs 9 people.
Beck Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Franklin Beck Control | Owner And Chief Investment Advisor | Over 75% | 2009 |
| William Frederick Gregory Control | Chief Compliance Officer And Vice President Operations | Under 5% | 2009 |
Frequently asked questions
How much does Beck Capital Management LLC manage?
Beck Capital Management LLC reports $562.4 million in regulatory assets under management on its Form ADV.
How many employees does Beck Capital Management LLC have?
Beck Capital Management LLC reports 9 employees.
Where is Beck Capital Management LLC located?
Beck Capital Management LLC is based in Austin, TX and has been SEC-registered since 2010.
Does Beck Capital Management LLC disclose fund performance?
Beck Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2009 S. Capital of Texas Hwy., Suite 200, Austin, TX 78746 |
| Phone | 512-345-6789 |
| Fax | 512-553-4673 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$562.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$562.4Mregulatory AUM
Discretionary $562.4M