Beck Capital Management LLC

Melanie Johnson is a financial advisor at Beck Capital Management LLC in Austin, TX, with 21 years of industry experience and a Series 65 credential. She has been with Beck Capital since 2011 and also serves as President and Owner of Divorce Financial Solutions, a firm specializing in financial analysis of marital assets. Additionally, she is the National Director of Second Saturday, an educational organization focused on divorce-related topics. Beck Capital Management is an SEC-registered investment adviser providing discretionary asset management and modular financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation approach combined with macroeconomic research and a growth-at-a-reasonable-price philosophy to construct tailored portfolios across various risk profiles.

James Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Beck Capital Management since 2009. Beck also writes fixed life insurance, equity-indexed annuities, long-term care insurance, and fixed annuities through various insurance companies. Beck Capital Management is a SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and modular financial planning, using a sector-rotation investment approach combined with macroeconomic research and a growth-at-a-reasonable-price philosophy.

Collin Osbahr is a financial advisor at Beck Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, Purshe Kaplan Sterling Investments, and Equitable Financial Life Insurance. Beck Capital Management is a SEC-registered investment adviser that provides personalized, discretionary asset management and modular financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation and macroeconomic investment approach, offering portfolios across defined risk profiles using a range of instruments including leveraged and option-based ETFs.

Victor Beck is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Beck Capital Management LLC in Austin, TX, where he has worked since 2022. His prior experience includes roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Ernst & Young LLC. Beck Capital Management is a SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers personalized asset management and integrated financial planning using a sector-rotation and macroeconomic research-driven approach across multiple risk profiles.

Michael Quigley is a ChFC® with 33 years of industry experience, currently serving at Beck Capital Management LLC since 2020. His prior roles include positions at James Wendlandt and Northwestern Mutual. He may occasionally issue insurance policies as a favor to friends or family but does not actively sell insurance products. Beck Capital Management is an SEC-registered investment adviser that provides discretionary asset management and modular financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation and macroeconomic approach supported by data-driven research, offering diversified portfolios across defined risk profiles with discretionary trading authority.

Justin Simmons is a financial advisor at Beck Capital Management LLC in Austin, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Beck Capital Management since 2009. Outside of his advisory role, Simmons operates an insurance agency as a sole proprietor, focusing on the sale of fixed insurance and fixed and equity-indexed annuities. Beck Capital Management is a SEC-registered investment adviser that provides discretionary asset management and modular financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a sector-rotation investment approach supported by data-driven research and offers personalized portfolios across defined risk profiles.

Gerald Mcilhon is a financial advisor with Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Beck Capital Management since 2010. In addition to his advisory role, he writes life insurance, equity-indexed annuities, long-term care, and fixed annuities through Jerry Mcilhon, LLC. Beck Capital Management is a SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses with personalized discretionary asset management and modular financial planning. The firm uses a sector-rotation framework and a macroeconomic approach supported by in-house research, implementing portfolios across defined risk profiles with a range of investment instruments including leveraged and option-based ETFs and non-traded REITs/BDCs.

William Gregory IV is a financial advisor at Beck Capital Management LLC in Austin, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beck Capital Management since 2009. Beck Capital Management is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and integrated financial planning using a sector-rotation approach and macroeconomic research, managing portfolios across defined risk profiles with a range of investment instruments.

Hunter Beck is a financial advisor at Beck Capital Management LLC in Austin, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at JP Morgan, Ernst and Young, and Rackspace Inc. Beck Capital Management is a SEC-registered investment adviser that offers personalized discretionary asset management and modular financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a sector-rotation investment approach supported by data-driven research and implements portfolios across defined risk profiles with a range of traditional and alternative instruments.