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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Beacon deltaDelta oak
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
About Beckett Collective
Beckett Collective is a Tucson, AZ fee-only fiduciary RIA integrating corporate finance and wealth management for business owners, entrepreneurs, executives, and high net worth families, plus select nonprofits and foundations. The firm supports retirement plans, employee equity and 10b5-1 planning, advanced modeling/cap table work, and holistic tax, legacy, and generational planning. Investment work spans public and private markets, with specialties including Bitcoin and seed-to-Series B consulting.
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Platform
Services
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Owner & Executives
THERESA MORRISON
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- CRD
- #6620337
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,544,000 | -- |
| Non-Discretionary | $3,945,000 | -- |
| Total | $34,489,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,489,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $451,710,742 | 21.4% |
| Cash | $268,071,328 | 12.7% |
| Equity - Exchange | $160,420,637 | 7.6% |
| Municipal Bonds | $299,733,296 | 14.2% |
| U.S. Government/Agency | $506,591,486 | 24.0% |
| Corporate - Investment Grade | $424,270,370 | 20.1% |
| Total | $2,110,797,859 | 100.0% |