Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.
We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
Frank Beck
President and CIO
Frank began his career in 1978 and has distinguished himself as an authority on investing. Frank has appeared on CNBC, Fox Business News and Bloomberg Television. He has contributed as an author to Forbes Magazine and the Wall Street Journal. He has been an analyst and investment manager since 1997, using his economics and statistical mathematics background to guide his philosophy of Sector Rotation Management.
Frank graduated from the University of Texas in 1977. In his free time, he enjoys following Texas sports, traveling the world, and playing golf.
Melanie Johnson
CDFA
Melanie has been in the financial services business since 2005 and joined the Beck Capital Management team in 2011. She assists all types of clients with their financial planning and investment needs, guiding her clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals.
Melanie is also a Certified Divorce Financial Analyst (CDFA) and is highly experienced at helping individuals as they navigate the financial complexities of divorce.
A native of Austin, Melanie loves spending time with her four children, traveling, and being outdoors.
Justin Simmons
Justin Simmons has been a licensed Investment Advisor since 2007. Prior to entering the investment field, he earned his Bachelor's degree in Business Administration from the University of Texas.
Justin was an All-American pitcher for the Longhorn baseball team and pitched for the LA Dodgers organization for three seasons before returning to Austin to pursue a career in finance.
Always looking to give back to the community, Justin currently volunteers on a regular basis with RBI Austin, where he has also served on the Board of Directors since 2013. Justin lives in Austin with his wife Jennifer and enjoys all forms of physical fitness, teaching youth baseball, and hunting.
Collin Osbahr
Collin Osbahr is a seasoned advisor who specializes in long-term financial planning and asset allocation. With a Bachelor's of Business degree in Finance from Baylor University, Collin brings both technical expertise and a personalized approach to
financial planning.
Collin is committed to providing transparent, trustworthy, and highly personalized financial services. His core goal is to build strong, lasting relationships with clients based on open communication and a shared understanding of their financial objectives.
Collin resides in Austin and enjoys boating, outdoor activities, and travel.
General Information |
| Firm Start Year: | 2009 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | 1016912 |
| Name of Custodial Firm: | Fidelity Institutional |
| States Licensed in: | Texas |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Alternative Investments, Bonds |
| Can meet clients in the following ways: | Your Office, Email, Your Home, Our Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, 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: | $500,000,000 |
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. |
FAQs |
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. |
How do you charge for your services?On a fee basis |
What services do you provide? What are your specialties?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. |
What financial institution(s) do you represent?We clear all of our transactions through Fidelity Investments. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| 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 |
| 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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