B
$3.1M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
-- Montgomery TX
About Bartee Capital Management, LLC
Bartee Capital Management, LLC is a Montgomery-based RIA. The firm has been operating for 10 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$143.1K AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
E
ERIC PRESTON BARTEE
Chief Investment Officer, President, TREASURER
- CRD
- #5912117
- Ownership
- 75% or more
Available
Available
Available
M
MANDI LYNNE BARTEE
Chief Compliance Officer, Secretary, Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,582,101 | -- |
| Non-Discretionary | $565,779 | -- |
| Total | $3,147,880 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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