BEDDOW CAPITAL MANAGEMENT INC

Adviser information for BEDDOW CAPITAL MANAGEMENT INC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Wyoming, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 157 $241.7M
Non-Discretionary 4 $938,090
Total 161 $242.7M

Clients

Type Number RAUM
Individuals 16 $4.7M
HNW Individuals 46 $237.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 1 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-37257
SEC ERA File Number 801-37257
SEC CIK Numbers 1278641
SEC CRD Numbers 107491
Legal Entity Identifier None

Principal Office

199 EAST PEARL AVENUE SUITE 102
JACKSON
WY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 307-734-7300, Fax: 307-734-7300

Chief Compliance Officer

EDWARD G. BEDDOW
PRESIDENT
199 EAST PEARL SUITE 102
JACKSON
WY
United States
Tel: 307-734-7300
Fax: 307-734-7300
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TAYLOR, CRAIG, C Individual DIRECTOR 10/2014 < 5%
BEDDOW, EDWARD, GEORGE Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 05/1990 < 5%
EDWARD G. BEDDOW, TRUSTEE OF THE EDWARD G. BEDDOW REVOCABLE LIVING TRUST FBO EDWARD G. BEDDOW Domestic Entity SHAREHOLDER 07/2009 > 75%
MCCONNELL, MARK, STEVEN Individual DIRECTOR 10/2014 < 5%
BEDDOW, EDWARD, GEORGE Individual EDWARD G. BEDDOW, TRUSTEE OF THE EDWARD G. BEDDOW REVOCABLE LIVING TRUST FBO EDWARD G. BEDDOW TRUSTEE 07/2009

No. Employees, Historic

10502020202120222023202420253 on 3/27/20203 on 6/4/20203 on 3/12/20213 on 3/17/20223 on 3/25/20223 on 3/21/20233 on 3/22/20232 on 3/11/2024

RAUM, Historic

300M150M0202020212022202320242025196527562 on 3/27/2020196527562 on 6/4/2020172325405 on 3/12/2021208274514 on 3/17/2022208274514 on 3/25/2022228228107 on 3/21/2023228228107 on 3/22/2023242675731 on 3/11/2024

No. Clients, Historic

7035020202021202220232024202568 on 3/27/202068 on 6/4/202060 on 3/12/202158 on 3/17/202258 on 3/25/202263 on 3/21/202363 on 3/22/202363 on 3/11/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
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