ADVISORS CRYPTO, INC.

RIASEC RegisteredEst. 2021
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$152K
Accounts
74
Employees
2
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
109201
Registered since
May 10, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Advisors Crypto, Inc. is a small advisory firm that manages discretionary equity-heavy portfolios for individuals and family clients, with a stated focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as an active ESG investor. Registered with the SEC in 2021, Advisors Crypto emphasizes exchange-traded market exposure and includes alternative allocations to real estate and digital currencies as part of its playbook. Its client base is primarily individual and family accounts rather than institutional or pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 5%, Other 5%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents5%
  • Other5%

Contacts

1 of 1
  • ERIC KENDRICK

    PresidentCRD 2359712

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6500 River Place Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth