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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaVital summit
- Established Date
- 08-23-2024
- Office Locations
- 1
Office Locations
About Beckham Financial, LLC
Beckham Financial is a Miami-based RIA led by founder and financial planner Allison L. Beckham, CFP, CIMA. The firm provides financial planning and investment management, including portfolio construction and planning support around taxes, estate/legacy, insurance, and charitable giving. Serves retail clients including entrepreneurs; custodied at Charles Schwab, with portfolios primarily implemented using ETFs.
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Owner & Executives
Allison Luttermoser Beckham
Chief Compliance Officer, Financial Planner, MANAGING PRINCIPAL
- CRD
- #5840236
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,908,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,908,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,908,000
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $851,448,169 | 29.0% |
| Equity - Exchange | $2,084,580,001 | 71.0% |
| Total | $2,936,028,170 | 100.0% |