Jerry McIlhon, Senior Investment Advisor
Beck Capital Management LLC

Tel: 512-345-6789
2009 South Capital of TX Hwy #200
Austin, TX 78746
Beck Capital Management LLC | Financial Advisor in Austin ,TX

Tax Wise - Money Smart

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:   17
Work Experience:   See Bio
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


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

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Health, Life, Annuity
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:   $46 million AUM

Compensation and Fees

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

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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.

Financial Planning for Businesses


Do you have a customer satisfaction or refund policy?

Yes we have one.

Why should I choose you as my financial advisor?

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

What are your qualifications? What is your education background?

We take every client's individual needs into account in order to customize a plan for income and investing.

How do you charge for your services?

We offer Institutional style money management for the retail client. Our investment style of sector rotation and a cash prudent management approach works well and makes sense in our opinion.

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

We have approximately 400 families.


    29 Years of Experience

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


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img 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