$11.2M Total AUM
$11.2M Disc. AUM
-33.3% 3Y CAGR
2 Employees
74 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2012
- Office Locations
- 1
Office Locations
6500 River Place Blvd Building 7, Suite 250 Austin TX
About Advisors Crypto, Inc.
Advisors Crypto, Inc. is an Austin-based RIA robo-advisor focused on cryptocurrency and digital assets, building custom portfolios that pair low-cost ETFs with crypto based on client questionnaires. The platform uses tech-driven, trend-based rebalancing, dividend reinvestment, and recurring deposits, with assets held at U.S. custodians including Charles Schwab and Gemini. Access is currently limited via a closed-beta waitlist (minimums start at $5,000).
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$152.0K AVG AUM / CLIENT
13.6 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age
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Asset Classes
Fusion vital Crest
Owner & Executives
E
ERIC WAYNE KENDRICK
Chief Compliance Officer, President
- CRD
- #2359712
- Ownership
- 10% but less than 25%
(810) 920-9265
catalyst.eagle@deltacapital.com
in linkedin.com/in/foundation-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,247,097 | $151,988 |
| Non-Discretionary | $0 | -- |
| Total | $11,247,097 | $151,988 |
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Separately Managed Accounts
Total SMA Asset: $11,247,097
Equity - Exchange:
36.5% Cash:
30.8% Other:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,262,236,953 | 36.5% |
| Cash | $2,752,791,731 | 30.8% |
| Other | $2,922,606,805 | 32.7% |
| Total | $8,937,635,489 | 100.0% |