Beckham Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,908,000
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$531,385
About
Beckham Financial, LLC is a state‑registered investment adviser established in 2024 that provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients. Services include tailored portfolio management, written investment strategies, and project‑based financial planning and consulting.
The firm customizes advice around client goals, time horizon, and risk tolerance, drawing on asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches, and conducts at least quarterly account reviews. Clients generally engage the firm under asset‑based advisory arrangements for managed accounts or separate fixed‑fee agreements for financial planning, and advisory accounts have a $500,000 minimum.
Distinctive features include the firm’s recent start‑up profile and small scale—managing roughly $6.9 million for about a dozen clients—which may result in more direct engagement with the principal and fewer operational layers than larger peers. The principal holds CFP and CIMA credentials, the firm recommends a Schwab custodial relationship, does not vote client proxies, and maintains limited custody only to the extent of fee deduction authorization.
Client services
Financial planning
Portfolio management
Expertise
Annuities
General estate planning guidance
Fee options
$1,500 to $10,000 per project for financial planning services
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.60% annually
Account minimum: $500,000
Main office location
Beckham Financial, LLC
Miami FL, United States
Number of offices
2
Most active in
Beckham Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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