Joseph M. Beck

ELM CAPITAL MANAGEMENT LLC

Pittsburgh, PA 15222

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CRD#: 4590867

Professional summary

Joseph Michael Beck is a registered financial advisor currently at ELM CAPITAL MANAGEMENT LLC located in Pittsburgh, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Beck's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 9, 2021 - Present

ELM CAPITAL MANAGEMENT LLC

Office #1: 309 Smithfield Street 6th Floor, Pittsburgh, PA 15222

RIA

CRD#: 294012

Pittsburgh, PA

Past

June 29, 2018 - March 3, 2022

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

RIA

CRD#: 122497

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/9/2021)

IAR

Pennsylvania
(7/9/2021)

IAR

West Virginia
(7/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2018

Uniform Investment Adviser Law Examination

Current Firm

ELM CAPITAL MANAGEMENT LLC

ELM CAPITAL MANAGEMENT | ELM CAPITAL MANAGEMENT LLC | ELM CAPITAL MANAGEMENT INC.

CRD#: 294012 / SEC#:

Ohio

Registered Investment Advisory firm - (3/23/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/8/2020 Approved)

West Virginia

Registered Investment Advisory firm - (6/29/2020 Approved)

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Contact information

Main Address

309 Smithfield Street 6th Floor, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 456-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	326
AUM (Assets Under Management)	$ 113,607,293

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report
10/16/2024	Cover Page	Report
11/15/2023	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph M. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELM CAPITAL MANAGEMENT LLC

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2018

Current Firm

ELM CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ELM CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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