Updated October 23, 2023
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Beck Capital Management

Investment Advisor Firm
Total assets under management$329M
Years in business27+

About Beck Capital Management

Beck Capital Management, established in 1997, is a distinguished SEC-registered investment advisory firm. They specialize in serving high-net-worth individuals, prioritizing each client relationship as a unique partnership. Beck Capital Management crafts custom investment portfolios tailored to individual needs.

Their approach is marked by flexibility and openness, valuing input from all team members. The firm's seven investment advisors contribute diverse business expertise, fostering collaborative decision-making in weekly investment meetings.

As a regional investment management firm, Beck Capital Management wields the necessary assets to access institutional-grade investment tools and databases. They prioritize long-term relationships, aiding clients in realizing their financial goals.

Their investment strategy takes a macro-economic view, incorporating various economic factors. They seek revenue and earnings growth, focusing on mature and dynamic businesses and maintaining an unbiased, fact-based research approach. With a track record of goal alignment and exceptional investment results, Beck Capital Management actively manages portfolios to achieve income and capital growth while minimizing market volatility.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. ETFs
  2. Investment Management
  3. Retirement Planning
  4. Estate Planning

More about Beck Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1527056

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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