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Jerry McIlhon, Investment Advisor
Beck Capital Management LLC

Tel: 512-345-6789
2009 South Capital of TX Hwy #200
Austin, TX 78746

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Beck Capital Management LLC | Financial Advisor in Austin ,TX

Tax Wise - Money Smart

About Jerry McIlhon

Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.

At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees.

There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.

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General Information

Firm Start Year:   2009
No. of Employees:   5-9
Insurance License#:   1016912
Name of Custodial Firm:   Fidelity Institutional
States Licensed in:   Texas
Number of Years with Current Firm:   27
Work Experience:   See Bio
Work with the following types of clients:   Businesses, Individual Investors
Foreign Languages Serviced:   Spanish
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds
Can meet clients in the following ways:   Phone, Our Office, Your Home, Email, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Disability, Life
Non-Financial Organization Memberships:   Hospice Austin

Firm Information

Firm's Number of Clients:   400
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $260million
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Assets Managed by Advisor:   $108 million AUM

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   .75-1.8%
Minimum Fee Charged for Managed Accounts:   .75%

Financial Services

Financial Advice & Consulting

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

Financial Planning for Individuals

Beck Capital Management is committed to acting in our clients' best interest. Registered Investment Advisory firms are held to a "higher standard" than the typical Broker/Dealer. We represent the interests of our clients rather than sell to them. In and of itself, it does not make us better people, but it eliminates most of the usual conflicts of interest.


Do you have a customer satisfaction or refund policy?

Yes we have one.

Why should I choose you as my financial advisor?

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

What are your qualifications? What is your education background?

I am a Senior Investment Advisor with Beck Capital Management and have been with Frank Beck since the inception of the company in 1997.

How do you charge for your services?

On a fee basis

How are you compensated? How will I pay for your services?

On a fee basis only for assets under management on a quarterly basis. For example, a 1 ml. account has an annual fee of 1%. That is billed quarterly at .25% per quarter.



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


    33 Years of Experience

  • CRD# 1730924
  • Insurance License# 1016912
  • SEC File# 801-62795
  • Series: 6, 63, 65


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Austin Buda
Cedar Creek Cedar Park
Del Valle Driftwood
Dripping Springs Elgin
Georgetown Hutto
Kyle Leander
Manchaca Manor
Pflugerville Round Rock
Spicewood And surrounding areas

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