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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2010
- Office Locations
- 2
Office Locations
About Beck Capital Management LLC
Beck Capital Management is an Austin-based fiduciary RIA providing personalized wealth management and investment advisory services. The team uses a data-driven, in-house portfolio process with sector investing strategies aimed at capturing emerging industry trends across market cycles. They align portfolio construction to each client’s goals and risk tolerance and complement management with planning around taxes, retirement, and major life transitions, supported by regular market commentary.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES FRANKLIN BECK
Owner, President
- CRD
- #1729263
- Ownership
- 75% or more
WILLIAM FREDERICK GREGORY IV
Chief Compliance Officer, VICE PRESIDENT OPERATIONS
- CRD
- #2873020
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Hunter Franklin Beck
Vice President
- CRD
- #7703441
VICTOR DANIEL BECK
Advisor
- CRD
- #7424179
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $562,420,185 | $506,685 |
| Non-Discretionary | $0 | -- |
| Total | $562,420,185 | $506,685 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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