B
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2012
- Office Locations
- 1
Office Locations
3007 Barton Point Circle Austin TX
About Barton Creek Investment Advisors
Barton Creek Investment Advisors is a Austin-based RIA. The firm has been operating for 13 years. Managing $10.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Owner & Executives
D
DAVID WAYNE ANDRUS
Licensed Insurance Agent, PRINCIPAL
- CRD
- #2790779
- Ownership
- 50% but less than 75%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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