$666.4M Total AUM
$666.4M Disc. AUM
14.1% 3Y CAGR
16 Employees
979 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · LPL Financial · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-27-2016
- Office Locations
- 5
Office Locations
103 Stiles Road Suite 203 Salem NH
110 Chapel St. Portsmouth NH
4110 Copper Ridge DR #235 Traverse City MI
About Beck Bode LLC
Beck Bode LLC is an RIA providing investment management, financial planning, and legacy planning for busy families and professionals seeking clarity beyond day-to-day demands. The firm uses a transparent, rules-based approach focused on high-quality companies and disciplined reinvestment through volatility and inflation. Portfolios are implemented primarily with ETFs, including at Schwab and LPL.
Team overview
49 AVG AGE
$41.6M AVG AUM / ADVISOR
$680.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
16 Employees
16 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Zenith Vertex alpha
Client Personas
Signal Glacier
CRM
Eagle unison
Investment Themes
Wave harbor Oak
Investment Vehicles
North radial Frontier eagle
Platform
Meridian element
Services
Optima Momentum Vector radial Prime catalyst Alpha focus Beacon wave Catalyst vital Radial eagle Delta quantum
Owner & Executives
BENJAMIN W BECK
Chief Compliance Officer, Managing Partner
- CRD
- #4910104
- Ownership
- 50% but less than 75%
(801) 745-2274
matrix.prime@peakcapital.com
in linkedin.com/in/delta-crest
J
JAMES BODE
Managing Partner, Partner
- CRD
- #4723885
- Ownership
- 50% but less than 75%
(980) 754-5485
ember.wave@momentumcapital.com
in linkedin.com/in/ember-momentum
F
Focus crest
Catalyst north
- CRD
- #37595
- Ownership
- 8.9%
(942) 641-7692
oak.catalyst@ridgecapital.com
in linkedin.com/in/foundation-beacon
Showing 2 of 3 owners & executives
Unlock allContacts
E
ERIK AARON BECK
Client Advisor
- CRD
- #5865126
(777) 781-4037
element.unison@primecapital.com
in linkedin.com/in/alpha-peak
S
Sara Daly
Associate
- CRD
- #7898757
(859) 417-6134
signal.catalyst@valuecapital.com
in linkedin.com/in/pioneer-eagle
L
Legacy wave
Vital wave legacy
- CRD
- #44836
(951) 979-9281
bridge.capital@valuecapital.com
in linkedin.com/in/oak-foundation
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $666,352,130 | $265,373 |
| Non-Discretionary | $0 | -- |
| Total | $666,352,130 | $265,373 |
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Separately Managed Accounts
Total SMA Asset: $666,352,130
Equity - Exchange:
53.5% Public Funds:
15.4% Cash:
31.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,643,721,098 | 53.5% |
| Public Funds | $473,145,886 | 15.4% |
| Cash | $955,508,901 | 31.1% |
| Total | $3,072,375,885 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT FUSION ATLAS | CREST HARBOR | SDTIHKQVL | ZZM | 2.52% | $44,106,017 |
| VALUE FRONTIER | HORIZON SIGNAL | KUAZZP4LL | URBTA | 1.15% | $51,971,270 |
| MOMENTUM FOUNDATION | FRONTIER TIMBER | 8YL6RSKU3 | WAXTC | 6.73% | $102,743,092 |
| FUSION PRIME VALUE | EMBER MOMENTUM | ZNETOLSK7 | JVEK | 0.74% | $93,810,791 |
| CREST OAK | FOCUS PIONEER | NQFLZMO43 | BSCZU | 4.55% | $38,012,377 |
| PATHWAY FOUNDATION | MOMENTUM FOCUS | FVVQLW0AA | MQENQ | 9.54% | $79,668,166 |
| QUANTUM DELTA | EAGLE FOUNDATION | DMV3SNCF0 | SHV | 10.12% | $79,278,336 |
| BRIDGE NORTH | RADIAL MOMENTUM | 7PQ72FKBT | ARG | 8.95% | $79,292,441 |