Barton Creek Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130994
- Website
- bartoncreekadvisors.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.54%
- Individuals20.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Barton Creek Advisors, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Barton Creek Advisors also functions as an insurance broker, integrating insurance solutions into their financial planning services. The firm does not engage in active ESG investing and is not a multi-state adviser, which indicates a more localized approach to client service.
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 Equities54%
- Public Funds/Mutual Funds24%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- Cash & Cash Equivalents2%
Contacts
1 of 1Richard Betts
Registered Principal & Investment Advisor RepresentativeCRD 2425560
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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