Bartee Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284466
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals83.6%
- Corporations / Businesses16.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bartee Capital Management, LLC is a small, owner-operated independent RIA organized as an LLC. The firm works with individual and family clients as well as some institutional relationships, offering financial planning and portfolio management services for individuals and small businesses. Its billing model includes asset-based fees alongside hourly and fixed-fee engagement options. The firm does not identify itself as an ESG-focused investor and appears to rely on external managers for alternative exposures rather than acting as a primary capital allocator.
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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities19%
- Cash & Cash Equivalents16%
- Other3%
Owners & executives
1 of 1Mandi Bartee
Chief Compliance Officer and Vice PresidentCRD 6690057
Contacts
1 of 1
Eric Bartee
Investment Financial ConsultantCRD 5912117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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