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| Beck Capital Management LLC
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|---|---|
| CRD # | 152705 |
| SEC # | 801-70977 |
| CIK # | 0001601904 |
| AUM | $562.4 M (2026-04-16) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 512-345-6789 |
| Address | 2009 S Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.2 | ||
| GS Acquisition Holdings Corp | 19.5 | ||
| GE Vernova Inc | 16.5 | ||
| Cameco Corp | 13.6 | ||
| Broadcom Inc | 13.2 | ||
| Facebook Inc | 12.1 | ||
| Fortress Transportation & Infrastructure Investors LLC | 12.0 | ||
| Microsoft Corp | 9.6 | ||
| Alphabet Inc | 9.6 | ||
| Micron Technology Inc | 9.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 87.0 |
| (b) Individuals (high net worth individuals) | 193 | 470.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,110 | 562.4 |
| By Discretionary | ||
| Discretionary | 1,110 | 562.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,110 | 562.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.4 | |
| Total | 1,110 | 562.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001601904] | |
| SC 13G | [0001601904] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Beck Capital Management LLC | Astrotech Corp | [2018-02-14] |
| Beck Capital Management LLC | Astrotech Corp WA | [2015-02-12] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Decker Wealth Management LLC
✚
|
TN | 0.6 |
|
Shikiar Asset Management Inc
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|
NY | 0.6 |
|
Tortuga Advisers LLC
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|
CA | 0.6 |
|
Downtown Wealth Studios LLC
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|
FL | 0.6 |
|
Lifeguide Financial Advisors LLC
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|
PA | 0.6 |
|
Dumont & Blake Investment Advisors LLC
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|
NJ | 0.6 |
|
John A Wolfe & Associates Inc
✚
|
MI | 0.6 |
|
M Kraus & Company
✚
|
VT | 0.6 |
|
Narus Financial Partners LLC
✚
|
UT | 0.6 |
|
Wealth Science Advisors LLC
✚
|
GA | 0.6 |