ADVISORS CRYPTO, INC.
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 109201
- Registered since
- May 10, 2021
- Website
- advisorscrypto.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Other5%
Contacts
1 of 1ERIC KENDRICK
PresidentCRD 2359712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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