Bartee Capital Management, LLC

Bartee Capital Management serves a small client base that includes individual investors, trusts, estates, charitable organizations, and business entities, and provides discretionary and non‑discretionary portfolio management, financial planning, third‑party manager referrals, and consulting. The firm manages roughly $3.15 million in client assets and predominantly works with individual (non‑high‑net‑worth) clients alongside other entity types.

Investment advice is delivered through individualized investment policy statements, ongoing monitoring, and a blend of fundamental and technical analysis, and the firm may engage sub‑advisers for specialized expertise. Portfolio construction emphasizes flexibility — including cash positions that can range from very low to very high based on client cash needs and market valuation — and accounts are reviewed at least semi‑annually or upon client request.

Noteworthy relative to peers, the firm does not target high‑net‑worth clients and instead focuses on smaller, non‑HNW accounts, which supports more tailored attention to a compact roster. Key personnel also maintain outside roles — including ongoing consulting activity by the principal and the chief compliance officer’s separate employment — an arrangement that is less common among similarly sized registered advisory firms.