B
$4.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
21 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- PioneerInsight
- Established Date
- 10-22-2004
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Barton Creek Advisors, LLC
Barton Creek Advisors, LLC is a Round Rock-based RIA. The firm has been operating for 21 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with SEI. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$223.7K AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Momentum zenith
Custodian
Oak Glacier Ember capital
Investment Themes
Summit atlas
Investment Vehicles
Wave
Platform
Focus wave Pioneer meridian
Services
Vector Atlas element Unison peak Eagle Vital Wave Wave north Prime foundation
Technology
Bridge Legacy pioneer
Owner & Executives
R
RICHARD MARK BETTS
Chief Compliance Officer, Principal
- CRD
- #2425560
- Ownership
- 75% or more
(490) 320-5981
zenith.quantum@zenithcapital.com
in linkedin.com/in/vertex-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,921,704 | -- |
| Total | $4,921,704 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,921,704
Equity - Exchange:
16.7% Public Funds:
31.2% Corporate - Investment Grade:
22.6% U.S. Government/Agency:
22.4% Cash:
7.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $326,926,720 | 16.7% |
| Public Funds | $610,785,249 | 31.2% |
| Corporate - Investment Grade | $442,427,776 | 22.6% |
| U.S. Government/Agency | $438,512,486 | 22.4% |
| Cash | $138,992,797 | 7.1% |
| Total | $1,957,645,028 | 100.0% |