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BECK CAPITAL MANAGEMENT LLC

AUSTIN, TX · CRD 152705 · IAPD ↗ · 512-345-6789

$562.4MRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
May 2026 — BECK CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
April 2025 — BECK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($384.6M -> $504.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — BECK CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
July 2024 — BECK CAPITAL MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — BECK CAPITAL MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.