BAXTER CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 105123
- Registered since
- June 11, 1979
- Custodians
- KEY BANK, ALLOYA FEDERAL CREDIT UNION CLEARING THROUGH JPM CHASE
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations81.94%
- Banking / Thrift Institutions18.06%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Baxter Capital Management Inc. is a corporate RIA that has been SEC-registered since 1979 and is owned by an individual. The firm focuses on portfolio management for institutional clients and charges a mix of percentage-of-AUM and fixed fees. Baxter reports it is not an active ESG investor, is not a pension consultant, and does not operate as a multi-state adviser or related adviser. Investor.com named the firm a "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Investment Grade Corp Bonds81%
- Cash & Cash Equivalents11%
- US Government Bonds5%
- Other3%
Contacts
3 of 3GARY BAXTER
FounderCRD 4342490
DEREK GALE
Financial AnalystCRD 6471186
DAVID SMITH
PresidentCRD 5696402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 9247 N Meridian St
- Time zone
- ET (UTC-5)
- Office locations
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