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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 16, 2025 and September 23, 2026, reported AUM increased 11.4%, from $504.9M to $562.4M.
Across 5 reported observations, AUM increased 43.4% between March 21, 2022 and September 23, 2026, from $392.3M to $562.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 451 clients, or 64.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on September 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Beck Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 10 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
SMA allocation detail is available
Beck Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beck Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.