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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2012
- Office Locations
- 1
Office Locations
About Barton Creek Investment Advisors
Barton Creek Investment Advisors is a Austin-based RIA. The firm has been operating for 14 years. Managing $10.0M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $166.7K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on May 28, 2019. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
DAVID WAYNE ANDRUS
Licensed Insurance Agent, PRINCIPAL
- CRD
- #2790779
- Ownership
- 50% but less than 75%
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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
SMA allocation detail is available
Barton Creek Investment Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.