Founded in 1997 as Capital Financial Group and renamed Beck Capital Management, LLC in 2009. BCM is an independent financial planning firm, specializing in Retirement Management, and combining Tax-Planning with our expertise in Portfolio Management. Beck Capital Management is dedicated to your successful life and retirement plan.
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.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from decades of experience, advanced training, and financial acumen. Our continual investment of time and resources in quality independent analysts’ information, computer and cloud technology and extensive business relationships is indicative of our commitment to excellence.
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.
For a copy of our ADV Part 2 Brochure please call 512-345-6789 or write us at 2009 S. Capital of Texas Hwy Suite 200 Austin, TX 78746.
~ Frank Beck
THE BECK TEAM
President and Chief Investment Adviser
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 is a contributing author to Forbes Magazine and is quoted in 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 and now lives with his wife Debbie, and his two sons, Victor & Hunter. He enjoys coaching youth baseball, teaching “mathemagic”, and playing golf.
Lewis Spellman is Professor of Finance at the University Of Texas McCombs School Of Business at which he teaches macro financial analysis of financial markets and institutions. He has been with UT since 1971. He holds the degrees of BBA and MBA from the University of Michigan and MA and PhD in economics from Stanford University.
His classes consist of analyzing current economic and policy developments as they relate to financial market pricing. His academic publications appear in the Journal of Finance, Journal of Financial and Quantitative Analysis, Journal of Money Credit and Banking and the Journal of Banking and Finance among others. He holds several U.S. patents relating to inflation adjusting financial instruments including the inflation adjusting bond known as the Treasury TIP.
His experience outside of academia has included Assistant to the Chairman of the President’s Council of Economic Advisors, Economist with the Federal Reserve Board, Director and, and Chairman of Real Rate Financial.
Jerry is a twenty-four year veteran of the financial services industry. In his career, he has guided people in both the private and public sectors. His tenure as the director of the City of Austin’s deferred compensation plan is particularly noteworthy. Under his direction, from 1991 to 1997, the plan grew from 3,000 to over 7,000 participants. Total assets grew from $30 million to over $100 million during that time. Jerry then joined Frank Beck in 1997. Since then, his focus as an Advisor at Beck Capital Management has shifted to the post-retirement financial needs of his clients. Jerry has worked with hundreds of retirees, helping them achieve dependable income, appropriate asset growth, and tax-efficient disposition of assets during their lifetimes and at death. Jerry also has an insurance business called Jerry McIlhon, LLC.
Jerry lives in Austin, TX, with his wife Janet and son Chase.
Justin has been a registered and licensed Investment Advisor since 2006. Prior to entering the investment field, Justin earned his bachelor’s degree in finance from the University of Texas. While in school, he was an All-American pitcher for the Longhorns and helped lead the program to the 2002 National Championship. Drafted by the Los Angeles Dodgers in 2004, Justin then pitched for the LA Dodgers organization for three seasons before returning to Austin. Always looking to give back to the community, Justin currently volunteers on a regular basis with three local charities. He is also on the board of directors for the charity RBI Austin. He also enjoys running, teaching youth baseball, and hunting.
Melanie began her career in 2005, where she was President and CEO for her own company, Athena Financial Group, a comprehensive, independent wealth management firm. She is founder of Divorce Financial Solutions, where she offers professional guidance and expertise required to make an informed and educated financial decision for those going through divorce.
She originated the workshop, Second Saturday – What Women Need To Know About Divorce in Austin. Run continuously each month for five years, it has helped over 500 women (and some men) deal with the legal, financial and psychological issues of divorce. Melanie and her team have donated hundreds of hours to help teach and empower those going through transition.
Melanie Johnson became an advisor with Beck Capital Management, LLC in 2011, she is also a Certified Divorce Financial Analyst™ (CDFA™), completed specialized training in the financial issues of divorce and graduated from Texas State University. She has authored articles for legal, business and financial trade journals and has been quoted about financial planning and post-divorce in financial issues in magazines and newspapers.
Melanie frequently serves as a guest lecturer on investment, money management and divorce related topics to organizations such as the Austin Association of Marriage & Family Therapist, Hill Country Collaborative Law Group, Women’s Chamber of Commerce of Texas and other women’s organizations.
Melanie loves spending time with her family and being outdoors. She has lived in Austin, Texas all her life, but enjoys traveling whenever she can. Melanie is the mother of four children ages 7 to 23.
Chief Compliance Officer, Operations Manager
Bill joined Frank Beck in 2000 after working for Janus Funds. As Operations Manager Bill coordinates with Clients and Fidelity Investments, ensuring accurate and timely information for the benefit of our valued clients. In 2009 Bill was selected to be the firms compliance officer, and now also administers the BCM Compliance program.