Gerald
Mcilhon

Beck Capital Management LLC

CRD#1730924
Investment Advisor
in Austin, TX

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About this Advisor

Gerald Mcilhon is a financial advisor based out of Austin, Texas with a total of 13 years of industry experience. Mcilhon currently works for Beck Capital Management LLC. They have been an employee of Beck Capital Management Llc for all of their career. Mcilhon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Beck Capital Management LLC is a business that has its headquarters in Austin, TX. It oversees $329 million in total assets across its 962 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 962 customer accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, including portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules usually depend on which service is offered. Fee types charged by Beck Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2009 S. Capital Of Texas Hwy. Suite 200
Austin, TX 78746

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Beck Capital Management LLC Brokerage Details

Total Assets Under Management

$328,650,122

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

962

TX Average: 2,315
Average Account Size

$341,632

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Gerald Mcilhon Work History

Gerald has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Beck Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gerald Mcilhon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beck Capital Management LLC

Michael Quigley
Austin, TX
Victor Beck
Austin, TX
Gerald Mcilhon
Austin, TX
James Beck
Austin, TX
Justin Simmons
Austin, TX
William Gregory
Austin, TX
Melanie Johnson
Austin, TX
Lewis Spellman
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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