James Beck
Beck Capital Management · Austin, Texas
James Beck is a fee-only financial advisor at Beck Capital Management in Austin, Texas. James focuses on estate & legacy planning and retirement planning. Beck Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to James →
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 TX · CRD 1729263 |
| Exams passed | Series 63 (1988) · Series 65 (2006) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | beckcapitalmanagement.com |
| Profile |
How James's firm compares
- Beck Capital Management's average account is about $507,000, from its Form ADV (assets managed divided by 1,110 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Beck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Beck Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Beck based?
James Beck is based in Austin, Texas.
What does James specialize in?
James's specialties include estate & legacy planning and retirement planning.
Is James Beck registered with the SEC?
Yes. James Beck is registered as an investment adviser representative in TX (CRD 1729263), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 James Beck?
Through James'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.
See something wrong? Request a correction. Read our methodology.