BM
BECK, MACK & OLIVER LLC
SEC RegisteredNEW YORK, NYhttps://beckmack.com212-661-2640
Assets Under Management
$5B–$25B
Employees
24
Office Locations
2 offices
Total Accounts
1628
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Hedge
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 795 | $156M |
| High Net Worth Individuals | 717 | $4.9B |
| Pension/Profit Sharing Plans | 18 | $320M |
| Charitable Organizations | 30 | $64M |
| State/Municipal Entities | 38 | — |
0 total clients reported on Form ADV.
Leadership
Robert Childress Beck
SENIOR MEMBER
Robert Johnson Campbell
MEMBER
Walter K Giles
MEMBER
Lyman Delano
MEMBER
David Edward Rappa
MEMBER
John C Ellis
MEMBER
Office locations
2 offices in 2 states
NY
NEW YORKHQ
NC
CHARLOTTE
Advisors at this firm
7 advisors in the directory
Elizabeth Ryan Barney
Investment Adviser Representative
Robert Childress Beck
Investment Adviser Representative
Lyman Delano
Investment Adviser Representative
John Clyde Ellis
Investment Adviser Representative
Richard Charles Fitzgerald
Investment Adviser Representative
Matthew Joseph Greenwald
Investment Adviser Representative
Edward Tennent Taylor
Investment Adviser Representative
Regulatory & compliance
CRD number
#105466
SEC Number
801-482
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
beckmack.comPhone
212-661-2640Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BECK, MACK & OLIVER LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.