$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
13.5 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age
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Accredited Investors
Glacier
Asset Classes
Fusion vital Crest North momentum Catalyst Crest Bridge element
Custodian
Vital Horizon Signal signal Oak Foundation capital
Investment Themes
Frontier Horizon
Investment Vehicles
Quantum focus Legacy
Services
Vector Meridian Momentum
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% |