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BECK CAPITAL MANAGEMENT LLC
CRD 152705 · SEC 801-70977
2009 S. CAPITAL OF TEXAS HWY., SUITE 200, AUSTIN, TX, 78746, United States
Phone
512-345-6789
Fax
512-553-4673
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.4M
Discretionary AUM
$562.4M
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 256 | $87.0M |
| High net worth individuals | 193 | $470.4M |
| Charitable organizations | 1 | $4.9M |
| Corporations/business entities | 1 | $140K |
States served
CA, CO, IL, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD