Gerald McIlhon
Beck Capital Management · Austin, Texas
Gerald McIlhon is a fee-only financial advisor at Beck Capital Management in Austin, Texas. Gerald focuses on estate & legacy planning and retirement planning. Beck Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Beck Capital Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $562.4M across 1,110 accounts |
| SEC registration | Investment adviser representative in FL, IL, LA, TX · CRD 1730924 |
| Exams passed | Series 63 (1989) · Series 65 (2003) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | beckcapitalmanagement.com |
How Gerald's firm compares
- Beck Capital Management's average account is about $507,000, from its Form ADV (assets managed divided by 1,110 accounts).
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Questions about Gerald
Is Gerald McIlhon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Beck Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, Beck Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gerald McIlhon based?
Gerald McIlhon is based in Austin, Texas.
What does Gerald specialize in?
Gerald's specialties include estate & legacy planning and retirement planning.
Is Gerald McIlhon registered with the SEC?
Yes. Gerald McIlhon is registered as an investment adviser representative in FL, IL, LA and TX (CRD 1730924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beck Capital Management manage?
Beck Capital Management reports $562.4M across 1,110 accounts in assets under management.
How do I contact Gerald McIlhon?
Through Gerald's website, beckcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Beck Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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