Barton Creek Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,921,704
Clients
22
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$223,714
About
The firm provides investment advisory and financial planning services to individuals, trusts, and estates, delivering customized portfolio construction and periodic financial plans or consultations. It assists clients in establishing investment policy statements and asset allocations and may refer clients to unaffiliated third‑party money managers to implement strategies.
The firm typically oversees the selection and supervision of those third‑party managers while delegating day‑to‑day trading and custody to the managers or custodians; according to the brochure, the firm reported all of its disclosed assets as non‑discretionary ($2,761,271 across 30 accounts as of December 31, 2016). Clients enter into separate agreements with the third‑party managers, and the firm reviews manager materials distributed through the firm and monitors adherence to client objectives.
Notably, the principal conducts insurance agency activities and may sell life insurance settlements, receiving commissions separate from advisory fees — a disclosed potential conflict of interest for clients to consider. The firm also receives a portion of fees collected by recommended third‑party managers rather than charging separate transaction commissions, and it states that fees may be deducted directly from client accounts (a practice that the brochure notes can create custody considerations).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Fee options
Fixed fees ranging from $500 to $2,500, negotiable depending on complexity
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,000+: Negotiable
$150 to $300 per hour, negotiable depending on complexity
Fee-only: Financial planning or consulting services at $150 to $300 per hour (negotiable)
Main office location
Barton Creek Advisors, LLC
Round Rock TX, United States
Number of offices
1
Most active in
Barton Creek Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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