AdvisorCensus / Financial advisors / District of Columbia / Washington / Beckett Clark Private Wealth, LLC
Beckett Clark Private Wealth, LLC is a state-registered investment advisory firm in Bethesda, MD, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.
Quick answers
From the filingHow is Beckett Clark Private Wealth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Beckett Clark Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Beckett Clark Private Wealth, LLC located?
Beckett Clark Private Wealth, LLC's principal office is in Bethesda, MD, according to its Form ADV.
Is Beckett Clark Private Wealth, LLC registered with the SEC or a state?
Beckett Clark Private Wealth, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338806.
How much does Beckett Clark Private Wealth, LLC manage?
Beckett Clark Private Wealth, LLC reports $28,636,000 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).
What types of clients does Beckett Clark Private Wealth, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (5); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Does Beckett Clark Private Wealth, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338806
What changed in Beckett Clark Private Wealth, LLC's recent Form ADV filings?
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$28,636,000 as of October 2026, filing dated April 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Beckett Clark Private Wealth, LLC (CRD 338806): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806