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MOMENTUM INDEPENDENT NETWORK INC.
CRD 17587File 801-60812
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$1.01B
Non-discretionary $603.1M
Clients
2,879
4,721 accounts
Employees
97
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 18, 2002
- Principal office
- 717 N. HARWOOD STREET, SUITE 3400, DALLAS, TX, 75201
- Phone
- 214-859-1800
- Website
- HTTP://WWW.BECKWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.61B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $603.1M
- Discretionary accounts
- 3,019
- Non-discretionary accounts
- 1,702
- Total accounts
- 4,721
- AUM per client
- $559K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $32.6M |
| Charitable organizations | 8 | $7.7M |
| High net worth individuals | 408 | $854.8M |
| Pension and profit sharing plans | 21 | $11.1M |
| Individuals (other than high net worth individuals) | 2,409 | $703.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — 12B-1 FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 98 | 97 | decreased by1 |
| Apr 1, 2026 | Clients | 1,916 | 2,879 | increased by963 |
| Apr 1, 2026 | AUM | $1,337,377,801 | $1,609,472,813 | increased by$272,095,012 |
| Apr 1, 2026 | Accounts | 2,850 | 4,721 | increased by1,871 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 106 | 98 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,931 | 1,916 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $863,500,246 | $1,337,377,801 | increased by$473,877,555 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,682 | 2,850 | increased by168 |
| Apr 1, 2022 | Employees | 74 | 106 | increased by32 |
| Apr 1, 2022 | Clients | 1,755 | 1,931 | increased by176 |
| Apr 1, 2022 | AUM | $647,534,686 | $863,500,246 | increased by$215,965,560 |
| Apr 1, 2022 | Accounts | 2,445 | 2,682 | increased by237 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOMENTUM INDEPENDENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOMENTUM INDEPENDENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.