Unclaimed Profile

Lewis James Spellman

BECK CAPITAL MANAGEMENT LLC·AUSTIN, Texas

Clean record12 years registeredBECK 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 · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BECK CAPITAL MANAGEMENT LLC

BECK CAPITAL MANAGEMENT LLC

May 2014 – Apr 2024

AUSTIN, TX

Registrations & Exams

Registration record

First registered · May 23, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BECK CAPITAL MANAGEMENT LLC

CRD 152705 · SEC 801-70977

AUM

$385M

Regulatory assets under management

Employees

970 client accounts

Services offered by BECK CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at BECK CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lewis James Spellman offer?

Lewis James Spellman specializes in Investment Management, Fee-Only Advisory.

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, last registered with BECK CAPITAL MANAGEMENT LLC.

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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