Beddow Capital Management Inc (Jackson)

Name: Beddow Capital Management Inc
Address: 199 East Pearl Avenue Suite 102, Jackson, WY, 83001
Telephone: 307-734-7300

Beddow Capital Management Inc is a large advisory firm based in Jackson. It manages $201.01 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Beddow Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beddow Capital Management: assets under management

The assets under management (AUM) of Beddow Capital Management Inc is $201.01 million. The firm's AUM has grown by 137% since the beginning of its operation, and $424.21 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $199.51 million in discretionary accounts and $1.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214.01 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Beddow Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edward George Beddow serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Edward George Beddow is high net worth individuals with 50 clients and $189.64 million of assets under management. Among the 9 most similar advisory firms, Beddow Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $201.01 million for 71 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Beddow Capital Management doesn't advise any private funds.

Careers at Beddow Capital Management Inc

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Edward George Beddow has been acting as President since 1 May 1990. Craig C Taylor joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward George Beddow	President/chief compliance officer	1 May 1990	Other	2687985
Edward Beddow	President	1 May 1990	75% - 100%	2687985
Sandra Kay Beddow	Director	1 Jul 1992	Other	1832810
Trustee Of The Edward G. Beddow Revocable Living Trust Fbo Edward G. Beddow Edward G. Beddow	Shareholder	1 Jul 2009	75% - 100%	xxx-xx-xxxx
Craig C Taylor	Director	1 Oct 2014	Other	6043989
Mark Steven Mcconnell	Director	1 Oct 2014	Other	6435655

Based in Jackson

The principal office where Beddow Capital Management Inc performs its advisory services is located at 199 East Pearl Avenue Suite 102, Jackson, WY 83001 The mailing address of the firm is Po Box 530, Jackson, WY 83001. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-734-7300 or by fax 307-734-7300. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at beddowcapital.com.