Fast Facts About HBI

fast-factsIncorporated: 1984

Ownership: Kestra Financial

Identity: The name H. Beck, Inc. encompasses all operations of the company, which previously used this name for its broker-dealer arm and The Capital Financial Group for its other services.

Locations: Bethesda, Maryland

Home office associates: 88


H. Beck AwardsInvestment Advisor magazine's Broker-Dealer of the Year: 2007, 2010

Investment News rankings (2015):

  • #42 Top independent broker-dealer by gross revenue
  • #37 Top independent broker-dealer by number of producing reps
  • #27 Top independent broker-dealer by reps producing over $100K


As of 12/31/2017: 

Gross revenue: $114,698,000
Excess net capital: $7.1 Million
Assets under administration: $18.9 Billion

    Advisor Production and Demographics 

    Producing Advisors: 598
    Average Production: $161,013
    Average Age: 56
    Female Advisors: 18.5%
    Number of IARs: 486
    Number of CFPs: 101
    Number of CPAs: 45
    Average tenure 8.5 years

    Data as of 12/31/2017


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