Unclaimed Profile

Lewis James Spellman

BECK CAPITAL MANAGEMENT LLC·AUSTIN, Texas

Clean recordBECK CAPITAL MANAGEMENT LLC

2009 S. CAPITAL OF TEXAS HWY., AUSTIN, TX 78746CRD# 6127437Firm CRD# 152705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lewis James Spellman · AUSTIN, TX

Registration

CRD #6127437 · BECK CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lewis James Spellman is a registered financial advisor based in AUSTIN, Texas, affiliated with BECK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BECK CAPITAL MANAGEMENT LLC

AUM

$385M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BECK CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6127437

Firm CRD# 152705

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lewis James Spellman offer?

Lewis James Spellman specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.

What are Lewis James Spellman's credentials?

Lewis James Spellman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lewis James Spellman located?

Lewis James Spellman is based in AUSTIN, Texas, working with BECK CAPITAL MANAGEMENT LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Lewis James Spellman charge for services?

Lewis James Spellman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BECK CAPITAL MANAGEMENT LLC?

BECK CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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