BARAC CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$15.9M
Discretionary
$15.9M
100% of AUM
Avg account
$759K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
166442
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI75.42%
  • Other24.58%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Barac Capital Management, LLC is a small, independent registered investment adviser focused on individualized portfolio management and planning for high-net-worth individuals and small businesses. The firm runs fee-based relationships charged as a percentage of assets under management and emphasizes an equity-first approach: exchange-traded equities are the dominant holding type across client accounts. Advisory services center on personalized financial planning and discretionary portfolio management rather than institutional or pension consulting. The firm is not positioned as an active ESG investor and maintains a straightforward client profile concentrated on families and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 94%, Cash & Cash Equivalents 5%, State & Local Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Contacts

1 of 1
  • THEODORE BARAC

    Managing Member and Portfolio ManagerCRD 6145860

Wealth teams

FINTRX

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
7000 N Mopac Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth