Bartee Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,631,531
Clients
20
Advisors
1
of 2 employees
About
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.
Client services
Expertise
Fee options
Financial planning fixed fees up to $3,000 per plan
0.50% to 1.50% annually (range depending on client requirements)
Up to $500 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees up to $3,000 per plan; hourly rates up to $500 per hour
Main office
Montgomery TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)