Beck Bode LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dedham, MA. Its latest Form ADV filing, dated March 31, 2026, reports $666M in regulatory assets under management, 16 employees, 2 offices, and 2,511 accounts.
Assets Under Management
$666M
Employees
16
Offices
2 offices
Total Clients
979
Primary office
DEDHAM, MA
858 WASHINGTON STREET, SUITE 100, DEDHAM, MA, United States
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
794
2
HNWI
17.8%
174
3
Pension Plans
1.1%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$666Mas of March 31, 2026
Discretionary100.0%
$666M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$666M
Total Accounts2,511
10Y AUM Change+$491M (+279.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee61:1
10Y Employee Change+1 (+6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.