RIA Intel›Advisers›Florida›BECKHAM FINANCIAL, LLC

BECKHAM FINANCIAL, LLC

Advisory

FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#2,261
of 2,610 advisers by AUM
Average account
$256K
across 27 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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S.MART ADVISING INC
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MONARCH WEALTH MANAGEMENT LLC
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$7M
CGI INVESTMENT ADVISERS LLC
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$7M

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