BARTON CREEK INVESTMENT ADVISORS

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$333K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
163187
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Barton Creek Investment Advisors operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it is committed to delivering tailored investment strategies that meet the unique needs of its clientele. Barton Creek Investment Advisors does not classify itself as a capital allocator and does not function as a multi-state adviser, pension consultant, or related adviser.

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: Non-Exchange Traded Equities 60%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%60%
  • Non-Exchange Traded Equities60%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • DAVID ANDRUS

    PrincipalCRD 2790779

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
3007 Barton Point Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth