|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Beck Capital Management LLC
✚
|
|
|---|---|
| CRD # | 152705 |
| SEC # | 801-70977 |
| CIK # | 0001601904 |
| AUM | $504.9 M (2025-04-16) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 512-345-6789 |
| Address | 2009 S Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.9 | ||
| Facebook Inc | 16.0 | ||
| Microsoft Corp | 13.5 | ||
| Broadcom Inc | 12.2 | ||
| Cameco Corp | 10.4 | ||
| GE Vernova Inc | 9.8 | ||
| GS Acquisition Holdings Corp | 9.5 | ||
| Amazon Com Inc | 9.4 | ||
| Spotify Technology Sa | 8.3 | ||
| CrowdStrike Holdings Inc | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 81.2 |
| (b) Individuals (high net worth individuals) | 166 | 419.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,030 | 504.9 |
| By Discretionary | ||
| Discretionary | 1,030 | 504.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,030 | 504.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.9 | |
| Total | 1,030 | 504.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001601904] | |
| SC 13G | [0001601904] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Beck Capital Management LLC | Astrotech Corp | [2018-02-14] |
| Beck Capital Management LLC | Astrotech Corp WA | [2015-02-12] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brogan Financial Inc
✚
|
TN | 0.5 |
|
Brent Forrest & Associates LLC
✚
|
TX | 0.5 |
|
Reliant Wealth Planning LLC
✚
|
KY | 0.5 |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.5 |
|
Sequoia Wealth Management LLC
✚
|
IL | 0.5 |
|
Marketriders Inc
✚
|
MO | 0.5 |
|
The GenWealth Group Inc
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
F&V Capital Management LLC
✚
|
FL | 0.5 |
|
SGH Wealth Management
✚
|
MI | 0.5 |