Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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.

General Information

Firm Start Year

2009

No.of Employees

5-9

CRD#

1730924

Insurance License#

1016912

Name of Custodial Firm

Fidelity Institutional

States Licensed in

Texas

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

See Bio

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Insurance

Can meet clients in the following ways

Our Office, Via Phone, Via Email, Your Home, Your Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Senior Investment Advisor

Securities Licenses

Series 63, Series 6, Series 65

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

$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

Fee % Based on Assets

.75-1.8%

Minimum Fee Charged for Managed Accounts

.75%

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