Beck Bode provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Beck Bode reports 979 clients. They include 794 individual clients, 174 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($666M across 2,511 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 35% |
| High-net-worth individuals | 18% | 63% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 794 | $235M | 35.3% | $296K |
| High-net-worth individuals | 174 | $420M | 63.0% | $2.41M |
| Pension and profit-sharing plans | 11 | $8.57M | 1.3% | $779K |
| Charitable organizations | Fewer than 5 | $3.18M | 0.5% | — |
| Total | 979 | $666M | 100% | — |
- Clients
- 794
- Regulatory AUM
- $235M
- AUM share
- 35.3%
- Avg. per client
- $296K
- Clients
- 174
- Regulatory AUM
- $420M
- AUM share
- 63.0%
- Avg. per client
- $2.41M
- Clients
- 11
- Regulatory AUM
- $8.57M
- AUM share
- 1.3%
- Avg. per client
- $779K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.18M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 979
- Regulatory AUM
- $666M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Beck Bode charges up to 3.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is a negotiated fixed fee from $500 to $12,000, with half paid in advance.
- Pension Consulting Services
- Pension consulting is a flat rate or a percentage of plan assets not exceeding 3% a year.
James Bode owns 50% to 75% of Beck Bode. The leadership team of Beck Bode includes Chief Operating Officer Angel Costanza and Chief Compliance Officer Benjamin Beck. It has 16 employees.
Staff
- 16 employees
- 16 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Beck Bode LLC
James Bode
Control person · since February 2013
- Owns 50% to 75% of Beck Bode LLC
Benjamin Beck
Control person · since February 2013
Beck Bode’s regulatory assets grew 1.9× from $342M (March 2021) to $666M (September 2026); clients fell from 1,105 to 979 and employees from 29 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $666M | 979 | 16 | 3 |
| Apr 2025April 2025 | $616M | 1,004 | 13 | 4 |
| Mar 2024March 2024 | $556M | 1,183 | 17 | 4 |
| Apr 2023April 2023 | $490M | 1,196 | 40 | 4 |
| Mar 2022March 2022 | $434M | 1,267 | 24 | 5 |
| Mar 2021March 2021 | $342M | 1,105 | 29 | 5 |
Besides its headquarters, Beck Bode has 2 offices, with 3 listed addresses across 3 states.
Massachusetts · 1 listed address
- 858 Washington Street, Suite 100, DedhamHQ
Michigan · 1 listed address
- 4110 Copper Ridge Drive, Traverse City
New Hampshire · 1 listed address
- 1 New Hampshire Way, Portsmouth
Other business names
Beck Bode has reported 1 other business name to the SEC.
- Beck Bode Wealth Management
Contact and registration details
- Legal name
- Beck Bode LLC
- Headquarters
- 858 Washington Street, Suite 100, Dedham, MA 02026
- Website
- beckbode.com
- Phone
- 617-209-2224
- @beck-bode-wealth-management
- SEC file
- 801-107188
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Beck Bode’s named custodians for separately managed accounts are Charles Schwab ($319M, 49%), Altruist ($193M, 29%) and LPL Financial ($145M, 22%). Beck Bode does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $145M22%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $319M49%
- AltruistAltruist Financial LLC · Culver City, CA · $193M29%
At year end, Beck Bode’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $660M across 108 positions; the largest are Nvidia Corporation (4.8%), Crowdstrike Hldgs Inc. (4.4%) and Cardinal Health Inc. (4.1%).
What the accounts hold
- Stocks91%
- Funds7%
- Cash2%
How many clients does Beck Bode have?
Beck Bode has 979 clients and manages $666 million for them, as of September 2026. They include 794 individual clients, 174 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Beck Bode offer?
Beck Bode provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beck Bode charge?
Beck Bode charges up to 3.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Beck Bode use?
Beck Bode’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $319M, Altruist Financial LLC (Culver City, CA), with $193M and LPL Financial LLC (Boston, MA), with $145M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Beck Bode have?
Beck Bode has 5 investment adviser representatives registered with state securities authorities, out of 16 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beck Bode invest in?
At the end of its last fiscal year, Beck Bode’s separately managed accounts held 91% exchange-traded equities, 7% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beck Bode?
Beck Bode’s direct owners are James Bode (50% to 75%) and Benjamin Beck (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Beck Bode get paid?
Beck Bode is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beck Bode?
Beck Bode’s main office is at 858 Washington Street, Suite 100, Dedham, MA 02026. Its phone number is 617-209-2224. Its website is beckbode.com.