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BECK BODE LLC
CRD 282611File 801-107188
APPROVED
Retail clients
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$666.4M
Above cohort median (national)
Discretionary AUM
$666.4M
Clients
979
2,511 accounts
Employees
16
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 27, 2016
- Principal office
- 858 WASHINGTON STREET, SUITE 100, DEDHAM, MA, 02026
- Phone
- 617-209-2224
- Website
- HTTP://WWW.BECKBODE.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $666.4M
- Discretionary AUM
- $666.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,511
- Non-discretionary accounts
- 0
- Total accounts
- 2,511
- AUM per client
- $681K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 174 | $419.6M |
| Pension and profit sharing plans | 11 | $8.6M |
| Individuals (other than high net worth individuals) | 794 | $235.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2026 | Clients | 1,004 | 979 | decreased by25 |
| Apr 1, 2026 | AUM | $615,926,726 | $666,352,130 | increased by$50,425,404 |
| Apr 1, 2026 | Accounts | 2,544 | 2,511 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 13 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,267 | 1,004 | decreased by263 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $433,780,344 | $615,926,726 | increased by$182,146,382 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,617 | 2,544 | decreased by73 |
| Apr 1, 2022 | Employees | 29 | 24 | decreased by5 |
| Apr 1, 2022 | Clients | 1,105 | 1,267 | increased by162 |
| Apr 1, 2022 | AUM | $342,218,634 | $433,780,344 | increased by$91,561,710 |
| Apr 1, 2022 | Accounts | 2,166 | 2,617 | increased by451 |
| 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 “BECK BODE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BECK BODE” 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.