Baxter Capital Management Inc

RIASEC RegisteredEst. 1979

Total AUM

$4.2B

Discretionary

0% of AUM

Avg account

$323M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 105123
Registered since: June 11, 1979
Website: www.baxtercapitalmanagement.com
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

FINTRX

Overview

Baxter Capital Management Inc. is an institutional RIA that has operated since its SEC registration in 1979. The firm is organized as a corporation and is owned by an individual. Its client focus is institutional — providing portfolio management services for businesses and other institutional entities. Fee arrangements include percentage-of-AUM billing and fixed fees. Baxter does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm received recognition in 2020 when it was named a "Top RIA Firms to Watch" by investor.com.