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| Keyboard |
| Beta Capital Management LLC
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|---|---|
| CRD # | 154894 |
| SEC # | 801-106772 |
| CIK # | |
| AUM | 506.6 M (2026-03-30) |
| Employees | 16 (88% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-358-8844 |
| Address | 777 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 88 | 294.4 |
| (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 | 1 | 48.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 34.0 |
| (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 | 0 | 0.0 |
| (n) Other | 44 | 129.5 |
| Total | 134 | 506.6 |
| By Discretionary | ||
| Discretionary | 114 | 465.4 |
| Non-Discretionary | 20 | 41.2 |
| Total | 134 | 506.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 489.7 | |
| United States Persons | 16.9 | |
| Total | 134 | 506.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stratis Capital LLC
✚
|
CT | 507.5 M |
|
Maltin Wealth Management Inc
✚
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507.2 M | |
|
Boone Wealth Advisors LLC
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WA | 506.8 M |
|
Cleveland Wealth LLC
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OH | 506.6 M |
|
Onyx Financial Advisors LLC
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ID | 506.4 M |
|
Bluesphere Advisors LLC
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PA | 506.2 M |
|
PhD Consulting LLC
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|
KS | 506.2 M |
|
First Advisors National LLC
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|
GA | 505.9 M |
|
MKD Wealth Coaches LLC
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|
MI | 505.7 M |
|
Oliver Capital Management LLC
✚
|
WA | 505.5 M |